For all licensee, insurer, distributor, and client companies, access to the system is achieved through individual user accounts.  Each account has security roles defining what features and options are available, and an administrative level controlling what data can be accessed.

Creating a New User Account

1.   In the main menu, select Reference, then select Companies & Users, then Users.  A list of all available users is displayed.

2.   Click Create.  The User Information page opens.

3.   Complete the necessary information.  Fields marked with a red asterisk * are required.

Single Sign-On (SSO) is when a user logs into an external system and then accesses Bridge from that system.  The login credentials are passed to Bridge and matched up to an existing account.

When Bridge is integrated with external systems such as Insurity, individual accounts are often required for each system.  The primary accounts are where the passwords are maintained, while secondary accounts may be required in the integrated systems to manage local settings.

In the Authentication field, select which system has the primary account.  At login, the user will be authenticated in the selected system.

•    If Bridge is selected, the primary account is managed within Bridge.  If Insurity services are enabled, they will be available without a secondary account.

•    If Insurity is selected, the primary account is managed within Insurity.  A secondary account must exist within the Bridge system, and must have the same e-mail address as the primary account on the Insurity side.  Any new or existing password related to the secondary account will not be valid.  The other profile information within the Bridge account should be maintained, as it is used to define security rights, contact information, and other user-specific settings.

Check one or more security roles for the user.  Each role contains a predefined set of rights which control access to all sections and features within the system.  You are only able to assign roles that you possess yourself, or which you have been authorized to assign to other users.

If the user will need to manage other user accounts, additional roles may have been made available as Assignable Security Roles.  This will not provide the current user with any of the rights associated to the roles, but the user can assign those roles to other user accounts, or even their own account.

To make additional roles available for assignment, please contact your Oceanwide Representative.

The Home Page Preferences panel provides settings that control what the user will see when they view the Home page in the current portal.  The user can modify these settings on their Profile page.

4.   If you want to send the user's login information immediately, click Add to save the user information and remain on the page.  If the login information is to be sent later, click Add & Close to save and return to the user list.  Click Close to return to the user list without saving the user.

5.   To send an access email to the user, click Assign Password after adding the user.  An access email is sent to the e-mail address registered in the account.

Viewing and Modifying a User Account

Users can modify some of the details of their account using the Profile page.  Any other changes must be done by a user with access to the user accounts.

1.   In the main menu, select Reference, then select Companies & Users, then Users.  A list of all available users is displayed.

2.   Click a link in the Last Name column to view the user information.  If there are a large number of available users, see the Using Grids section for help on finding the appropriate user.

3.   The first five panels include the general user information.  See the section on Creating a New User Account for a detailed description.  The Company Name cannot be changed, but all other fields may be edited, if necessary.  The following panels have been added to the page.

4.   Click Assign Password to reset the user's password and send an access e-mail to the e-mail address registered in the account.

5.   Click Save to save any changes and remain on the page, click Save & Close to save and return to the user list, or click Close to return to the user list without saving any changes.

Deactivating a User Account

Once created, a user account cannot be deleted.  It can be deactivated, which leaves it linked to any existing records already attached to it, but prevents the user from logging in.

1.   In the main menu, select Reference, then select Companies & Users, then Users.  A list of all available users is displayed.

2.   Locate the user or users to be deactivated.  If there are a large number of available users, see the Using Grids section for help on finding the appropriate user accounts.

3.   Check the boxes for all users to be deactivated.

4.   Click Deactivate, then confirm the deactivation when prompted to do so.  All selected users are deactivated.  If the user list is still defaulted to only show active users, they disappear from the list.

Resetting a User's Password

Some users have the option to reset their own password through their profile page, or using the Forgot Your Password link on the login page.  If they are unable to reset their own password, a user with the proper rights can reset their password for them.

1.   In the main menu, select Reference, then select Companies & Users, then Users.  A list of all available users is displayed.

2.   Click a link in the Last Name column to view the user information.  If there are a large number of available users, see the Using Grids section for help on finding the appropriate user.

3.   Click Assign Password to reset the user's password and send an access e-mail to the e-mail address registered in the account.

Generating the Users & Roles Report

When an organization has a large number of users with a variety of roles, it can be time-consuming to review individual user accounts.  The Users & Roles Report provides a full list of users and their associated security roles.

1.   In the main menu, select Reference, then select Companies & Users, then Users.  A list of all available users is displayed.

2.   Click Users & Roles Report.  The report is produced in Excel format.  A standard Save / Open dialogue box appears.  Select if you want to Open the file, Save the file to your computer, or Cancel the download.

3.   When viewing the report, the following information is provided.

Individual entries exist for each unique combination of role, type, and user information.  The report can be sorted and filtered using the standard Excel controls.