As an agency changes, the Agency Admin has the ability to manage users and carriers for the agency as a whole. These features are part of our Rating Engine product. In this article we will cover how an Agency Admin that is getting access to the Rating Engine through EZLynx (not a market access provider), can manage their agency's users and carriers for quoting.


Please note, if you are a member of a Market Access Provider (meaning you are getting access to EZLynx Rating Engine through a contract with someone other than EZLynx), your version of the Rating Engine product will not include these Admin features. Your Market Access Provider is responsible for managing all your users and carriers to make sure there is no accidental breach of contract you have with them. Please reach out to your Market Access Provider if you need to manage your users and carriers.


TABLE OF CONTENTS


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Managing Users


Managing your users includes adding new users, disabling old users, and updating user information such as last names, email addresses, and phone numbers. 


Maximum Users

Each agency has a maximum number of users they can have enabled at one time. This maximum number of users is determined during the sales process.


To check if you've reached your maximum user count, select the Agency Admin icon and navigate to the Manage Users tab. If you see the red alert on the Manage Users tab, you have hit your maximum user limit. If you are looking to add more users, select the Buy More User Licenses to request an increase to your maximum user limit.



How to add a user & send login info

1. To add a user, select the Agency Admin icon.

2. Choose the Manage Users tab.

3. Select the Add User button. This will open the Add User window.


Did you know? - If you need to make the new user at a different office, use the Agency drop-down next to your agency's name to select the office that needs the new user.



4. Fill in the required information.

5. Check the boxes next to the products the user needs access to.

6. Select the Save button. This will close the Add User window and add the new user to the list.


If you do not see a product, you want the user to have access to under the Group Name, email EZLynx Support at support@ezlynx.com for assistance. We do require written permission via email from the admin of your agency to make any kind of account changes.


Attention! - The Automation User box will NEVER be checked by default. This setting is only for accounts that will be used by web services API calls, when there is a need for a specific permission(s) that are not assigned to a physical user. 



Now, that the user has been added you need to send the user their welcome email so they can setup their password for the first time. To do this, select Actions next to the new user. Then, choose Welcome Email. The user will receive an email with their username and a button to create a password. The password button expires after 48 hours, so if they miss the window, you can always resend them the Welcome Email using these same steps. 

 


Unlock a User/Forgot Password

When a user forgets their EZLynx password, the user can select the "Forgot password?" on the EZLynx login page. This is a super-fast and easy way for them to get help without contacting you the Admin. However, if they do contact you, you can just as quickly and easily help them out. 





1. To send a forgot password email, select the Agency Admin icon. 

2. Navigate to the Manage Users tab. 

3. On the user's line, select Actions 

4. Then, choose Unlock User. This will open the Warning Window.



5. Confirm you do want to unlock the user by selecting Ok. This will close the Warning! window and open the Success! window.



6. The Success! window lets you know that the reset password information was sent successfully. Select Ok to close the window and go back to the Manage Users page.



When the user receives the reset password email, just like the Welcome Email, the password button will expire after 48 hours. If the user misses the window, you can always use the Unlock User option to send another email. 


If possible, remind the user that while usernames are not case sensitive, passwords are. Also, if they mention not getting the email, you might want to confirm that the email address you have on file for the user is accurate.


Edit a user

Sometimes it's necessary to update a user's account information. For example, to change the last name when someone marries, or update an email address.


1. To edit a user's information or permissions, select the Agency Admin icon. 

2. Navigate to the Manage Users tab. 

3. On the user's line select Actions.

4. Choose Edit. 



Disable a user

When a user should no longer have access to EZLynx, their user account must be disabled. This could happen because they have left the agency.


1. To disable a user, select the Agency Admin icon.

2. Navigate to the Manage Users tab.

3. On the user's line, select Actions.

4. Choose Disable. 


Also, if you are looking to disable users to save on cost, you MUST complete the Reduction User form and send it to billing@ezlynx.com. Simply disabling a user from within will NOT reduce the cost. You can find the Reduction User form in the blue alert on the Manage Users tab.


Best Practices! - Before disabling a user, confirm if the user has any open tasks. If they do, you will want to reassign them. Check out our How To Use Bulk Reassignment article to learn how to bulk reassign tasks. Please note, if you have already disabled the user, you will have to reenable them before you can bulk reassign their tasks.



Enable a disabled user

Sometimes it's necessary to enable a user account that was previously disabled. Maybe the user left and then came back later, or maybe a user account was disabled by accident. 


1. To enable a user, select the Agency Admin icon.

2. Navigate to the Manage Users tab.

3. Check the Include Disabled Users box.

4. On the user's line, select Actions.

5. Choose Enable. This will open the Warning window.



6. On the warning window, confirm you want to enable the user by selecting Ok. This will refresh the screen and close the Warning window.



You'll notice that the user is now on the list on the Manage Users page. For enabled users, you'll see displayed a green checkmark icon to indicate the enabled status.

Managing Carriers


Managing your carriers includes adding new carriers, removing old carriers, and updating the states your carriers are available for when you get new licensing. 



Add a Carrier

1. To add a carrier, hover over the Settings icon.

2. Choose Carrier Quoting Setup. This will take you to the Manage Carriers page.





3. On the Manage Carriers page, select Add Carrier. This will take you to the Add Carrier page.




4. Using the Carrier Search field, type the name of the carrier you are interested in adding. Once you find it, select the result. This will add the State and LOB options below.





5. Use the state dropdown to select the state you want to make this carrier to be available for. Please note, the states available are the ones available for your agency as a whole. If you need to add a new state, please reach out to EZLynx support by emailing support@ezlynx.com. Check the boxes for the lines of business you would like this carrier to be available for. Then, select Save. 

6. A pop-up will appear in the bottom-middle of the page stating the carrier has been saved. This means it's been added to the account. 

7. To get back to the Manage Carriers page, select the Go Back button.



Remember when a new carrier is added, the Carrier Logins will need to be set before you can begin quoting with the new carrier. Check out our Rating Engine - Set Carrier Logins article to learn how.


Remove a State or LOB


1. To remove a state or line of business from a rating carrier, hover over the Settings icon.

2. Choose Carrier Quoting Setup. This will take you to the Manage Carriers page.





3. Select View Details on the carrier in question. This will take you to that carrier's details page.



4. To remove a line of business, navigate to the Details tab, uncheck the box and select the Save button. You will see a Saved Carrier pop-up in the bottom-middle of the page. To navigate back to the Manage Carriers page, select the Go Back button. 




5. To remove an entire state, navigate to the Details tab, and select the Delete icon. This will uncheck all the lob boxes and grey out the state. Select the Save button to finalize the removal. You will see a Saved Carrier pop-up in the bottom-middle of the page. To navigate back to the Manage Carriers page, select the Go Back button. 




Remove a Carrier


1. To remove a carrier from rating, hover over the Settings icon.

2. Choose Carrier Quoting Setup. This will take you to the Manage Carriers page.





3. Select View Details on the carrier in question. This will take you to that carrier's details page.



4. Navigate to the Details tab. 

5. Select Actions.

6. Choose Delete Carrier. This will cause a warning pop-up.



7. Confirm you want to delete the carrier. This will remove it from your agency and take you back to the Manage Carriers page where you will see the carrier is no longer on the page. If this was done in error, use the steps from the Add Carrier section of this article to learn how to add the carrier back.


We hope this article was helpful in getting your agency setup with carrier for quoting within the Rating Engine. Please let us know if this article was helpful by answering the question below. Check out our related training articles on the right side to learn more about mastering EZLynx!