Edit User

If your user account includes administrative permissions, use the Edit User page to view and update a selected existing user account and reset a selected user's password.

To open the Edit User page, in the User List on the Manage Users page, click the Edit () button corresponding to a user account that you wish to view or update.

The Edit User page contains the following sections:

Update Information

• Account ID: Required. Display only. Displays the unique identifier of your company's instance of the application.
• Login Name: Required. Display only. Displays the system-validated user name. The user name cannot be modified.
• Title: Update the user's business title.
• First Name: Required. Update the user’s first name.
• Middle Name: Update the user's middle name.
• Last Name: Required. Update the user's last name.
• Phone Number: Required. Update the user’s phone number at his or her desk.
• Phone Extension: Update the user's phone extension at his or her desk.
• Fax Number: Update the user's fax number.
• Email Address: Required. Update the user's email address.
• Confirm Email Address: Required. Re-enter the email address you entered in the Email Address field.
• Default Cost Center: Display only. Displays the name of the cost center configured as the default for the user.
• User Cost Centers: Display only. Displays the quantity of all cost centers configured for use by the user.
• View/Edit : Click to open the Cost Centers dialog box, where you can manage the user's cost centers.

Update Password

• Old Password: Enter your current, valid password.
• New Password: Enter a new password that complies with your organization's chosen password requirements. For more information, see Maintain Password Policy.
• Confirm New Password: Re-enter the password you entered in the New Password field.

Permissions

Click to checkmark the checkboxes corresponding to permissions to be granted to the user, or click to uncheckmark the checkboxes corresponding to permissions to be denied the user.

Select from the following:

• Administration: Click to checkmark the checkbox to grant the user system administrative permissions, including the ability to create, modify, and delete user accounts. Or, click to uncheckmark the checkbox to deny the user administrative permissions.
• VA Continuances: Click to checkmark the checkbox to grant the user permission to submit a continuance for a Virginia license. Or, click to uncheckmark the checkbox to deny the user permission.
• Education: Click to checkmark the checkbox to grant the user permission to look up a continuing education transcript. Or, click to uncheckmark the checkbox to deny the user permission.
• Inquiries: Click to checkmark the checkbox to grant the user permission to run license application or license renewal inquiries. Or, click to uncheckmark the checkbox to deny the user permission.
• License Applications: Click to checkmark the checkbox to grant the user permission to submit license applications. Or, click to uncheckmark the checkbox to deny the user permission.
• License Renewals: Click to checkmark the checkbox to grant the user permission to submit license renewals. Or, click to uncheckmark the checkbox to deny the user permission.
• PDB Reports: Click to checkmark the checkbox to grant the user permission to obtain a state licensing report from the national Producer Database. Or, click to uncheckmark the checkbox to deny the user permission.
• State Service Requests: Click to checkmark the checkbox to grant the user permission to manage firm affiliations, request letters of certification, and update producer information with states. Or, click to uncheckmark the checkbox to deny the user permission.

The Update Password section is available on the Edit User page only for your own user account. An active user who is unable to log into the system may use the Forgot Your Password? utility on the Vertafore Subscriber Login page to reset a password.

To inactivate a user's account, please contact your Vertafore representative. As a workaround, disable all Permissions for the user. Although the user still will be allowed to log in, the user will be unable to submit transactions or use services.