Background Information:
|
Process Name: |
Staff Updates Agent Profile |
|
Role: |
•Internal User |
|
Objective(s): |
The objective of this process is for an Internal User to update an Agent’s profile: Agent Type and/or FTP Access. |
|
Before you begin: |
•The Agent has an existing UI account. |
|
What happens next: |
•SUITS reflects the Agent’s new Agent Type and/or FTP Access. |
How to do it:
|
# |
User Action |
System Response |
Notes |
|
1. |
Click the Agent Lookup left-navigation menu item from the Internal Home screen. |
SUITS displays the Agent Lookup screen. |
|
|
2. |
Enter an Agent Account Number or other search criteria in the Criteria panel. |
|
|
|
3. |
Click the Search button. |
SUITS displays the results in the Search Results panel. |
|
|
4. |
Click the Agent Account Number hyperlink. |
SUITS displays the Agent Portal Home screen (Internal View). |
The Agent Portal Home screen opens in a new tab. |
|
5. |
Click the Account Maintenance left menu item from the Agent Home screen. |
SUITS displays the Agent Account Maintenance screen. |
|
|
6. |
Click the Account Maintenance link. |
SUITS displays the Agent Account Maintenance screen. This screen displays the Agent Details and Other Information panels. |
|
|
7. |
Select the Profile tab. |
SUITS displays the Profile tab. |
The Profile tab is only available in the Internal view of the Agent Portal. Agent Users cannot view the Profile tab. |
|
8. |
Select “Agent Type” from the dropdown menu. |
|
Agent Type dropdown menu options = •Agent. •Fiscal Intermediary. •Transmitter. |
|
9. |
Select “FTP Access” from the dropdown menu. |
|
|
|
10. |
Click the Save button. |
SUITS displays the message: |