Administration

Using tools from the Administration menu, you can update your own user account. In addition, if you have administrator security permissions, you can add, view, and modify information about other users and users’ security access in Producer Manager, as well as update the system configuration.

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Administration menu and sub-menu options include the following:

Online Help

• Online Help

User Security

• Add New User

• Review/Update All Users

• Add Security Role

• Maintain Security Role

• Maintain All Staff Member Cost Center

• Maintain All Staff Member Business Unit

Configure My Profile

• Review/Update User

• Maintain Staff Member Cost Center

• Maintain Staff Member Business Unit

Configure System

• Maintain Codes

• Maintain Business Unit

• Maintain Business Unit Cost Center

• Add Hierarchy Templates

• Maintain Hierarchy Templates

• Maintain Hierarchy Levels

• Administer Producer Business Rules

• View Code Use Indicators

• Maintain Locations and Departments

Education Credentialing

• Course List

• Education Credentials

• Credential Programs

Data Reconciliation

• Maintain Data Reconciliation Profiles

• Scheduled Syncs

Switch Module

• Switch Module

Notifications

• Notifications

Contact Us

• Contact Us

Sales Authorization

• Administer Products

• Appointment and Affiliation Settings

• Education Settings

• View Regulatory Mappings

Logout

• Logout

Notes

Note: The options available from the Administration menu depend on the configuration of your company's deployment of Producer Manager and on the permissions that are enabled in your user security role. For more information, see Configuration Options and Maintain Security Role.

Note: For accountability and forensics purposes, User Administration Logs are available from Producer Manager and Producer Express. A log tracks the identity of any user who performs a user administration activity in the system, as well as the date and time of the activity. Logged activities include the following: a) Adding user accounts; b) Updating user account information; c) Enabling/disabling user accounts; d) Changing a user security role, and e) Resetting user passwords. User Administration Logs are not available directly in the Producer Manager or Producer Express user interface. To request a User Administration Log, contact your Vertafore customer support representative.

Note: Producer Express and Producer Manager logs when a user accesses Personally Identifiable Information (PII) in the system, such as producers’ full names in connection with their Social Security Numbers, birth dates, bank information, driver’s license number, and more. Data Access Logs track the identity and session information of any user who accesses PII and the type of activity the user was engaged in at the time. It also includes the type of data accessed, whether the data was added, updated, deleted, or viewed in an inquiry, and a timestamp of when data access occurred. Data Access Logs are not available directly in the Producer Manager or Producer Express user interface. To request a Data Access Log, contact your Vertafore customer support representative. (To take advantage of this enhancement in Producer Express, please contact your Vertafore representative.)