Credential Manager Guide

The instructions in this section require access to the VSSO Admin Console.

Use the following instructions to set the Permissions option for each user. The three levels of access are:

• Read only: Read-only access is the default setting for users.

• Manage Own: Manage-own access allows users to create, delete and edit their own credentials.

• Manage All: Manage-All access allows users to create, delete and edit their own and other users and groups. This is the setting that provides full rights and access to the Administration tab. This user can also control the service provider list for your agency. Vertafore recommends that you limit full access in your agency.

Select a permissions option for each user in your agency.

Configuration Steps

• In the VSSO Admin Console, click the Manage Users tab.

  

• Select a user from the list under Users heading.

• Click the Product Access tab.

• Click the Configure link next to Credential Manager in the list of products to add. (See the arrow in the illustration below.)

  

• When the Credential Manager Configure box opens, the user you chose displays. Set the permissions level for this user by choosing:

  • Read only

    • Read-only access is the default setting for users.

    • Users with read-only access can only view credentials and are unable to change values. When users with this setting attempt to make changes to credentials, a message displays describing the restriction:

      

  • Manage Own

    • Manage-own access allows users to create, delete and edit their own credentials.

      

    • The illustration below shows the page a user with manage-own credentials set can use to view and edit credential values.

      

  • Manage All

    • Manage-All access allows users to create, delete and edit their own and other users and groups. This is the setting that provides full rights and access to the Administration tab. This user can also control the service provider list for your agency. Vertafore recommends that only a few be given this level of access.

      

      

Use the instructions in this section to manage credentials assigned to groups of users. This method of assigning credentials can be useful for large agencies with many users who can share the same set of credentials. This feature is optional and not necessary for agencies who prefer to assign credentials to individuals.

Creating a new Group

1. Click on the Groups tab.

2. Click on the Add Group button.

3. Enter a descriptive name in the Group Name field on the Members Tab.

   

4. When you are satisfied with the name you entered, click Save.

1. Click on the Groups Tab.

2. Click on the Group name.

3. Click on the Members Tab.

   

4. Click on the Add button to select one or more users to add.

   

   Tip: To select multiple users at once, select a single user by clicking the name. Then, hold down the CTRL (control) button and click on additional names.

5. Click Save.

User Configuration for Credential Manager in the VSSO Admin Console does not impact the user selection for group admin. Any user can be selected as a group administrator.

Use the instructions in this section to assign a group administrator.

1. Click on the Groups tab.

2. Click on the Group name.

3. Click on the Group Admins tab.

   

4. Click the Add button to select user(s) to add to the Group administrators.

   

   Tip: To select multiple users at once, select a single user by clicking the name. Then, hold down the CTRL (control) button and click on additional names.

5. Click OK.

1. Click on the Groups tab.

2. Click on the Group name.

3. Click on the Group Admins tab.

4. Click on the Group Administrator’s name in the list.

   

5. Click on the Remove button.

6. Click Save.

1. Click on the Groups tab

2. Click on the Group name

3. Click on the Group Credentials tab

4. Click Add Credentials.

5. Select the carrier from the Service Provider drop down list by clicking the down arrow.

   If a carrier is not in the list, please check with your agency admin. Service Provider filters may be implemented for your agency.

6. Enter the User, Password and Description to help identify the credentials. Note the required fields indicated by red asterisks. *

7. Click Add Code in the Agency/Producer Code area if indicated as required

   

8. Enter the Agency Code/Pin and a Description or select from the drop down list if the same agency code is used for multiple username/password.

9. Click Save.

1. Click on the Groups Tab.

2. Click on the Group name.

3. Click on the Group Credentials Tab.

4. Select the Carrier Description listed under the carrier name in the Credential Pane.

5. The information will display as currently entered.

6. Update the value needed.

7. Click Save.

1. Click on the Groups Tab.

2. Click on the Group name.

3. Click on the Group Credentials tab.

4. Select the Carrier Description listed under the carrier name in the Credential Pane.

5. Click the Remove Credential button.

6. When prompted to confirm delete, click Yes.

An admin user (Manage All Credentials) has the ability to filter the Service Provider list available to users during the Add Credential process. This will allow only the selected Service Providers to show for the agency.

1. Select the Administration tab in Credential Manager

   

2. Select the carriers to be displayed for the agency users then click SAVE.

   1. Single selections by clicking the carrier then click the SAVE button.

   2. Multiple selections

      1. To select multiple carriers sequential in the list, click the first carrier, press and hold the Shift button, click the last carrier in the sequence. This will select all the carriers between the first and last (highlighted yellow below):

         

      2. To select multiple carriers that are not sequential in the list, click the first carrier, press and hold the CTRL button, click each additional carrier in the sequence (highlighted yellow below):

         

The resulting list for the user in the Service Provider field when add new credentials will reflect only those carriers that selected in the Administration > Service Provider:

*** When new carriers are release or an agency becomes appointed with a new carrier, administrators must update the My Service Providers List to include this carrier.

Credential Manager can be accessed in each supported application through the following paths:

AMS360 > Toolbox > Credential Manager

PL Rating > Admin > Manage Real-Time Passwords

TransactNOW > Toolbox > Integration > TransactNOW Carrier then select Credential Manager

Use the instructions in this section to manage your own credentials or those of other agency users’, if you have permission.

Note: Credentials can be setup for individual users or groups. To manage credential groups, see the Admin Managing Group Credentials section if you have permissions to edit groups.

Add credentials for an individual user

1. Click the Users Tab then select Users.

   

2. Click Add Credentials from the User Credential tab.

   

3. Select a carrier from the Service Provider drop-down list.

   1. Note that all carriers available in TNOW or PL Rating before will also be listed. If you cannot find a carrier you expect, contact your administrator—the list may have been filtered.

   2. If a carrier you expect is not in the list, please check with your agency administrator. Service Provider filters may be implemented for your agency.

      

4. Enter the Username for the carrier website.

5. Enter the Password for the carrier website.

6. Enter a Description to assist the user to know what to select especially if multiple sets of credentials are entered for a specific carrier.

   1. Examples: Personal Lines, Commercials Lines, Premium Discounts, TN

7. Click on Add Code for the agency code or select one from the list if applicable Required fields are indicated by *

   

   1. Complete the Agency/Producer Code and Description fields

   2. Click OK

8. Click Save.

9. Repeat the process for additional carriers.

Edit credentials for a specific provider

1. On the Users tab, select the user

2. Select the specific credential set/carrier in the User Credentials list by clicking on the description under the carrier name. This will bring up the credentials to be edited.

   

3. Once changes are made, Click Save.

Delete existing carrier credentials

Please note that this action is final. You will need to re-enter values deleted in error.

1. On the User tab, select the user.

2. Select the specific credential set/carrier in the User Credentials list by clicking on the Carrier Description listed under the carrier name.

3. Click the Remove Credential button.

4. When prompted to confirm delete, click Yes.

   

If the VSSO Admin has setup the user to manage their own credentials, the user can access Credential Manager to update or add carrier credentials. (See above for how to access Credential Manager)

The User Credentials Tab indicates how many credentials are entered by the number listed.

Example shows: User Credentials (1)

To enter a new carrier credentials

1. Click Add Credentials.

2. Select the carrier from the Service Provider List by clicking the drop down arrow.

   1. If a carrier is not in the list, please check with your agency admin. Service Provider filters may be implemented for your agency.

3. Enter the User, Password and Description to help identify the credentials

4. Required fields are indicated by red asterisks * .

5. Click Add Code in the Agency/Producer Code area if indicated as required

   

6. Enter the Agency Code/Pin and a Description or select from the drop down list if the same agency code is used for multiple username/password.

7. Click Save.

Multiple credentials for one carrier are added by the same new carrier credentials process above. The description should indicate when each set of credentials would be used.

Examples: Personal Lines, Commercial Lines, X Discount.

Edit existing carrier credentials

1. Select the Carrier Description listed under the carrier name in the Credential Pane

2. The information will display as currently entered.

3. Update the value needed.

4. Click Save.

Delete existing carrier credentials

Please note that this action is final. You will need to re-enter values deleted in error.

1. Select the Carrier Description listed under the carrier name in the Credential Pane.

2. Click the Remove Credential Button.

   

3. When prompted to confirm delete, click Yes.