This article outlines the steps to add user accounts to a Business to allow other individuals the ability to log in to the Business Licensing Portal on behalf of a business.
Steps to add an Authorized User Account
Login to business license portal
Once logged in, select a business.
Once business is selected, on the left hand side menu, choose User Accounts / Authorized Representative.
Select Add New Records and fill out the details. Note: The first field, it will typically tie to a licensee profile. (Search)
User Accounts can be assigned as a User Administrator, which would enable them to add other User Accounts.
User Accounts can also be enabled, which will allow them access to the Business Licensing Portal under the the Business Account. User Accounts can also be disabled by selecting Enabled? = No.
Once new authorized representative is added, they can use their licensee credentials to login to the business license portal.
User Accounts/Authorized Reps can be managed over time.
ForAgencies and Regulators:
Authorized Users/User Accounts can also be created within the Workbench from the Business Profile in the authorized rep connection by adding a new record, as well and also can remove them in that connection as well.
Guides for System Administrators to learn how to suport and configure your Thentia Cloud environment such as User Management, Portals, & Workbench Configurations.
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