Deactivating an Assured Employee

Why would I deactivate an assured employee?

The employee no longer works for the licensee organization, and / or the employee no longer requires access to the system.

Before Getting Started

Either:

  • You are assigned the Manage Assured security right.
  • You are logged in as an employee of the licensee organization that owns the assured you wish to manage.

Or,

  • You belong to a proprietary company owned by the same licensee that owns the assured and the assured is associated to a policy you have the View Assured right.
  • You are either a Power User,  an Administrator, or a Company Administrator (but not a System Administrator).
  • There is at least one existing employee within your administrative scope.
  • You have already selected a specific employee from either the Employee Search Results or the Employees List.

Steps

  1. From either the Employee Search Results or the Employees List screen select one employee. The system displays the Employee Profile screen.

  2. In the Status panel, uncheck the Active checkbox. The Remove email address from notification lists checkbox appears below the Active field.

    When the Remove email address from notification lists checkbox is selected, the system retrieves all instances from the latest policy record, where the employee's email address was used for notifications, and removes it from the following sections:

    • From the Assured Company profile:

      • Contact Email
      • Suspended Notification Email

    • From the Notifications section in Policy Setup:

      • Policy Participant Contacts list
      • Other Contacts list

    • From the Invoice E-mail Details panel on the Bill To Party Details modal:

      • From
      • To
      • CC

      Note that if only one email address was provided in the To, From, and CC fields, when removing the email address from the Bill to Party Details section, the email is replaced with the default system email address.

  3. Click Save. Note that once saved, email addresses will have to be re-added manually if necessary.

Result

The system deactivates the employee so they can no longer log in to the system.