Create Account Group Administrator
The account group administrator is an administrator role type associated with an account group, instead of just one account. An account group admin can administer policy and create and delete other admins for all accounts in a group instead of having to log into each account individually.
Agency group admins, agency policy admins, and other account group admins can create an account group admin. Account policy administrators cannot create an account group admin and do not see the Create Account Group Admin option on their left-hand navigation panel.
To create an account group admin, select the Manage Agencies tab at the top of the Universal Policy screen. Click the Agency Administrators link and then the Create Account Group Admin option. After selecting an agency from the Please select an Agency dropdown and clicking Submit, the screen displays the options for creating an account group admin, as shown below.
Show Screen
The following table lists guidelines for completing the Create Account Group Admin screen. After you set up the new user, the user receives an email containing the login user ID, password, and a link to Universal Policy. The new account group administrator can manage other account group admins, account policy admins, and policy data for any account within their account group.
| In this field: | Do this: |
|---|---|
| Please select an Agency | Select the agency under which to create the account group admin and click the Submit button. |
| Please select an Account Group | Select the account group to which to assign the account group admin. |
| Administrator has read-only access. | Select this box only if the admin should have read-only access to Universal Policy; this user will not be able to create or edit data, only view. All action buttons (for creating, editing, deleting) are disabled when this user logs in. |
| Admin User ID (email address) | Enter the email address of the admin to create. |
| First Name | Enter the administrator's first name. |
| Last Name | Enter the administrator's last name. |
| Password | Enter a password for the administrator to use to sign in. |
| Verify Password | Re-enter the same password. |
|
Save/Cancel |
Click the Save button to save your settings or click the Cancel button to discard the admin data. |