Creating Users

With the ability to create users within your Agency, there is also the ability to define specific roles for your users. Creating new users for the agency is done through the FSC Rater Administration website.

Currently there are four roles for an Agency User:

Read Only: This role only allows the user to view clients/quotes and manage their own username and password.

User: This role type is for standard users in the agency, agents, office assistants, and other roles that only need access to the FSC Rater. Users do not have access to the FSC Rater Administration website.

Administrator: This role is for office managers or other users designated by the principal to handle day-to-day user maintenance. Used for creating and deleting users.

Principal: This user role is created by Vertafore when a new account is setup and is for the agency owner or principal with a limit of 1 per agency. The Principal can create and delete users, and designate Agency Administrators.

The following role is not for agency use:

FSC Customer Support: This role is reserved for Vertafore FSC Customer Support reps.