Account Managers can select the dropdown next to their user name and select SinglePoint Settings.
Select the Manage Employees box.
Click on the Add New User button
Complete all fields and set appropriate permissions.
Choose facility and then click on Add User. The user will automatically receive an email with a link to set up their User ID and password. The link expires in one hour.
All users can reset their own password. SinglePoint Account Managers do this for any user in their agency by clicking on the dropdown next to their user name and selecting SinglePoint Settings.
Select the Edit Profile box.
Click the Reset Password button. The user will automatically receive an email with a link to reset their password. The link expires in one hour.
In the SinglePoint Rating dashboard, Account Managers can click on the dropdown arrow next to their user name and select SinglePoint Settings.
Select the Rating box.
Here you can set defaults for auto coverages, home coverages, and printing options, as well as manage your Agency Codes
In the Auto Defaults section, click on Coverages 1-12, Additional Coverages, and Carrier Options to preset those defaults.
Setting Auto and Home Defaults will ensure all users will have the same preset coverages.
In the SinglePoint Rating dashboard, Account Managers can select the dropdown next to their user name and select SinglePoint Settings.
Select the Rating box.
Next, select Agency Codes.
Click on the box next to the carrier name to open the carrier fields
Enter the Agency Code and description and click Save Changes.
Once you save an Agency Code you can highlight it for additional options:
Add a Group, Edit, or Delete.
To add a group, Select Add Group, enter the information, and click Save Changes.
For multi-branch agencies, be sure to use the Change Facility and Select Business location to manage Agency Codes specific to each branch.
Carriers will no longer automatically download Agency Codes into your SinglePoint Settings. Agency Codes that have been used for quoting in WinRater will be saved in your SinglePoint Settings; unused ones will need to be added.
Remember, only SinglePoint Account Managers should complete these fields.
Please call Boston Software at 781-449-8585 if you need help.