Post-enrollment check list

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Activate your existing accounts for VSSO

When you self-enroll in VSSO, the administrator account you provided to verify yourself is not automatically activated for VSSO. That means you still need to activate your existing accounts in AMS360, PL Rating, or other Vertafore products for VSSO. To learn more, see Activate VSSO for existing users of AMS360, PL Rating, and other products.

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Don’t create new user accounts in the VSSO console for existing users

The correct practice is the activate existing user accounts in AMS360, PL Rating, and other Vertafore products that support VSSO activation. This practice saves you time and helps to avoid creation of duplicate accounts that have no connection to the user’s existing accounts.

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Determine how many users you want to activate at a time

If you have a large number of users, you can manage disruption by activating small groups of users for VSSO at a time. Another way to manage disruption is to let users get comfortable with using VSSO with one product before you activate another product.

Consider establishing a timeline for roll out of VSSO. You can choose your own pace for moving each user. Also, keep in mind that some capabilities, like My Agency Reports, require VSSO. So, you may want to activate users who need these capabilities first.

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Prepare activation instructions for your users

After you complete the administrative steps, your users will need to complete steps to finish activating their VSSO user accounts. They’ll need to set a password and provide answers to security questions.

It’s particularly important that users understand one key choice: if they see the “Sign In or Create Account” page, and they’ve already gone through the “Create Account” process, they should always choose the “Sign In” option when they see this page, at any time in the future, regardless of the product they are signing into. Otherwise, they might create duplicate accounts in VSSO.

It’s important to emphasize this key choice with your users. You may even want to schedule a kick-off meeting to announce VSSO and make sure your users know when VSSO is coming and what to expect. In addition, we’ve designed this guide so that you can quickly copy and paste the user activation steps into an email or other document and share it with your users.