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User Setup

User Setup (Video)

For assistance, please watch this video on User Setup.

The agency administrator has the ability to set up users, change the user type, phone numbers, turn Agent Paid MVR on or off, if available, plus more in PL Rating.

From the Admin menu, click Manage Users.
Click New. The Create New User for Location page appears.
Click Create. The User Information [New] page appears. The required fields are identified by a red line on the left side of the field.
1. First Name and Last Name
2. User Location - Licensed branch locations will appear in the drop-down list.
3. User Type - There are five options (listed below).
Click OK to save changes.

Agency Administrator

This user type can only be setup by another Agency Administrator and is able to manage the following areas within PL Rating:

Create Agency Administrators, Agency Users, Location Administrators and Location Users in all locations, as well as manage their personal User Information
Update all Clients for the agencies in all locations
Set Defaults for all users, as well as update those setup by others in all locations
Set Company Groups for all users, as well as update those setup by others in all locations
Set up their individual Real-Time Rating Passwords

Agency User

This user type can only be setup by the Agency Administrator and is able to manage the following areas within PL Rating:

Manage their personal User Information
View and Update all Clients for the agency
Set their own personal Defaults, as well as select Defaults setup by other users
Set their own Company Groups, as well as select Company Groups setup by other users
Set up their individual Real-Time Rating Passwords

Location Administrator

This user type can only be setup by an Agency Administrator or another Location Administrator and is able to manage the following areas within PL Rating:

Create Location Users, as well as manage their personal User Information
View and Update all Clients for their Location
Set Defaults for all users within their location, as well as update those setup by others in their location
Set Company Groups for all users within their location, as well as update those setup by others in their location
Set up their individual Real-Time Rating Passwords

Location Administrator and Location User should only be used if the agency has branch locations. The "Location" option allows these users to see only details for that Location; no other branch or main office details are viewable.

Location User

This user type can only be setup by an Agency Administrator or a Location Administrator and is able to manage the following areas within PL Rating:

Manage their personal User Information
View and Update all Clients for their location
Set their own personal Defaults, as well as select Defaults setup by other users in their location
Set their own Company Groups, as well as select Company Groups setup by other users in their location
Set up their individual Real-Time Rating Passwords

Restricted User

This user type can only be set up by an Agency Administrator or Location Administrator, and is able to manage the following areas within PL Rating:

Manage their personal User Information
View and Update only their Clients
Set and Access only their Defaults
Set and Access only their Company Groups
Set up their individual Real-Time Rating Passwords
- Email Address - User's work email address
- User Name - The name the user will use to login to PL Rating. This must be a minimum of 5 characters, in any combination of alpha or numeric characters
- Password - The password the user will use to login to PL Rating. This must be a minimum of 6 characters, and at least one character must be numeric.