Activate or deactivate agency user

About this task

From the Manage Agency Users screen, you can open a user details page to activate or deactivate a user.
Note: The Users menu and Manage Agency Users screen are visible only if you have been granted the ability to administer other agency users.

Procedure

  1. Select Users > Manage Agency Users.
    The Manage Agency Users screen appears.
  2. From the Manage Agency Users screen, click the row for the user you want to activate or deactivate.
    A user details screen appears.
  3. To activate an inactive user, click Activate to the left of the Actions menu. (This button appears only if the user status is Draft or Inactive.) The Activate User pop-up window appears.
    • Click Yes to create or reset the password and send the user a link to log into the system.
    • Click No if you do not want to create or reset the password. (You can create or reset the password and send it later. Refer to Create or reset an agency user's password.)
    Underwriting Management activates the user and sends the link to log into the system if you selected that option.
  4. To deactivate an active user, select Actions > Deactivate. (This option appears only if the user status is Active.) The Deactive User pop-up window appears.
    • Click Yes to deactivate the user.
    • Click No if you do not want to deactivate the user.
    Underwriting Management deactivates the user. The user cannot log into the system until they are activated.