Add a user account

To add a new user, select Admin > User Management to open the User Lookup page.After adding a new user, the User Maintenance panel opens, where you can define or change the user’s profile.

Procedure

  1. Select Admin > User Management.
    The User Management page opens.
  2. In the contextual actions bar, select ADD USER.
    The User Information page opens.
  3. In the User Maintenance panel, enter the required information for the user name, email address, and so on.
    For details related to data collected for new users, see User management field reference.
  4. For User Types of Company, Company Claims, Producer, or Provider, select options from the Additional User Information panel.
    For more information, see User types.
  5. Save your changes.
    After you select Save, InsuranceNow adds several panels (such as the User Roles List panel) below the User Maintenance and Additional User Information panels.
    For more information: