Add and configure Credential Manager users

Credential Manager lets you store and manage your carrier credentials in a Vertafore-managed cloud service. The service allows Vertafore products like AMS360, TransactNOW, and PL Rating to access your carrier credentials from one secure location, which means you’ll no longer need to maintain copies of your carrier credentials under multiple products.

Once you are VSSO-enabled, you can use Credential Manager exclusively to change or update company credentials moving forward. Only users who have been given permission to manage carrier credentials can access the product. If users don’t have permission to manage carrier credentials, the VSSO administrator is responsible for managing and updating the credentials for them.

To add and configure Credential Manager users

1. Click Manage Users.
2. Click a user in the list.
3. Click Product Access.
4. Click Add Products, select Credential Manager from the list, and then click OK.
5. Click the Configure link for Credential Manager, select the options you want, and then click Save.
6. Repeat these steps for each user you need to configure.

When you configure Credential Manager, it’s important to select a Permissions option for each user. Once one of the options has been selected, users will be able to use Credential Manager to manage their carrier credentials in the cloud.