Category: Associate

The Reset Password feature allows the user to change the password.

The following are the steps to Reset a Password:

1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

2. Click on the Associate whose password needs to change.

3. After clicking on the associate, the ‘Dashboard’ will open. Click on the ‘RESET PASSWORD’ option.

4. The Reset Password page will open, presenting the following rules for resetting the password:
a. Must include at least one uppercase letter.
b. Must include at least one lowercase letter.
c. Must include at least one special character.
d. Must include at least one numerical value
e. It must be between 12 and 50 characters in length.

5. Enter a ‘New Password’ that adheres to the rules. As the criteria are met, the ‘Password must contain’ requirements will update to green with a checkmark icon.

6. Click on the ‘Eye’ icon to view the entered password.

7. Next, re-enter the password in the ‘Confirm Password’ field. If the user enters a different password than the one entered in the ‘New Password’ field, the system will display a message stating ‘Password and confirmation password must match’.

8. Enter the same password in the Confirm Password field that you entered in the New Password field.

9. There are two options available at the bottom on this page.
a. Save
b. Cancel
10. By clicking Cancel, the New Password and Confirm Password fields will be cleared.

11. Click on the ‘Save’ button to initiate the password change process.

12. The system will display a confirmation message stating ‘Password updated successfully’.
13. The user should log in with the new password next time.

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The Associates History feature allows the user to view a timeline of activities associated with a specific associate, providing insight into updates and changes.

The following are the steps to access an Associates History:

1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

2. Click on an Associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘History’ option.

4. The Associate History page will be opened.

5. This section will display updated information, including their name and relevant details.
6. Fields in this section, such as ‘Updated By’, ‘Updated Date’, ‘IP Address’, and ‘Updated Count’, pertain to associate details.

7. Click on the drop-down icon next to each line in Associate History to view the updated details.

8. The details of the history will open, showing the values of the fields ‘No.’, ‘Field Name’, ‘Old Value’, and ‘New Value’. These fields will show fields that have been updated.

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The Documents feature allows users to add documents related to associates and save them in their profile.

The following are the steps for adding and accessing Documents:

1. Navigate to the ‘ASSOCIATES’ tab where you will find the list of All Associates.

2. Click on an Associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘DOCUMENTS’ option.

4. The Associate Documents page will open:
a. Users can upload up to 5 documents at once.
b. The maximum file/document size for upload is 40 MB.
c. Accepted formats for uploaded documents include JPG, JPEG, PNG, DOC, DOCX, PDF, TIF, and TIFF.

5. Click on the ‘Select File’ button to upload files.

6. A pop-up window will open. Select the documents and click the ‘Open’ button.

7. The selected documents will be ready for upload.

8. Add a ‘Description’ to each document file.

9. Click on ‘Upload’.

10. The selected documents will be uploaded, and a confirmation message will display.

11. The documents have been added successfully and will now be displayed in the listing.

12. There are two options for managing the documents.
a. Download
b. Delete
13. If users want to download a document, they can use the ‘Download’ option. Click on the ‘Download’ icon next to the document that needs to be downloaded.

14. The document will be downloaded to your device.

15. To delete a document, click on the ‘Delete’ icon of the document that needs to be removed.

16. The system will ask for confirmation to delete the document. Click on the ‘Delete’ button to proceed.

17. The system will generate a confirmation message for the deletion of the document.

18. The document has been removed and will no longer be available in the list.

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Notes – The Note feature allows users to add and view notes in an associate’s profile

The following are the steps to use the Note feature:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

2. Click on an associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘NOTES’ option.

4. The Notes page will open.
a. Existing notes will be displayed under the Notes tab.
b. Click on the ‘Add Note’ icon to add a note.

5. A pop-up window to Add Note will open.

6. Enter the subject and description, then click the ‘Save’ button.

7. A confirmation message that the note has been saved successfully will be generated. The note will then be displayed in the list.

8. To view the note, click on the ‘View’ icon.

9. The note will be displayed. Review the note and click on ‘Close’ to exit.

10. Click on the ‘Append’ icon to add additional information to an existing note.

11. The Append page will open, allowing users to add content to the existing note. Add the additional information  to the note and click on ‘Append Note’.

12. The note has been successfully updated, and the system will display a confirmation message.

13. Users can view the appended note by clicking on ‘View’ to display the note. To close the note, click on ‘Close’.

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Information –The Information feature is used to add and update information related to associates in the system.

The following are the steps to add and update information for an associate using the Information feature:

1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

2. Click on an associate to proceed.

3. After clicking on the associate, the Dashboard will open.
4. Click on the ‘Information’ icon.

5. The ‘Information’ page will open, displaying the following:

• Associate Summary
• Personal Information tab
• Business Information tab
• Account Information tab
• Signature tab

6. The Associate Summary will display on the left side of the Information page.

• The fields displayed under the Associate Summary can be configured from the Setup > Quick Profile > Associate > Associate Summary

7. The Associate Summary is pinned by default and cannot collapse while pinned. Click on the pin.

8. Clicking on the Pin icon will unpin the Associate Summary and an arrow will appear.  Click on the arrow.

9. Clicking on the arrow button will collapse the Associate Summary. Click on the arrow.

10. Clicking on the arrow button again will expand and display the Associate Summary again.

11. The ‘Personal Information’ page displays personal details, allowing users to add and update their information as needed.

12. There are two options available on the ‘Personal Information’ page:
a. Save
b. Cancel

13. After adding or updating the personal information, click on the ‘Save’ button.

14. A confirmation message will appear indicating that the Associate Information has been updated successfully, and the updated information will be displayed.

15. Click on the ‘Business Information’ tab. The system will display business-related information on this page, where users can add and update their business details.

16. There are two options available on the ‘Business Information’ page:
a. Save
b. Cancel

17. After adding or updating the business-related information, click on the ‘Save’ button.

18. A confirmation message will appear indicating that the Associate’s business Information has been updated successfully, and the updated information will be displayed.

19. Click on the ‘Account Information’ tab. The system will display account-related information on this page. From here, users can add and update account-related information.

20. There will be two options available on the ‘Account Information’ page:
a. Save
b. Cancel

21. After adding or updating the account-related information, click on the ‘Save’ button.

22. A message will appear confirming that the Associate’s Account Information has been updated successfully, and the updated information will be displayed.

23. Click on the ‘Signature’ tab. The system will display signature-related information on this page. From here, users can add and update signature-related information.

24. There will be two options available on the ‘Signature’ page:
a. Save
b. Cancel

25. After adding or updating the signature-related information, click on the ‘Save’ button.

26. A message will appear confirming that the Associate’s Signature Information has been updated successfully, and the updated information will be displayed.

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Dashboard – The Dashboard serves as a summary page, showcasing all available functions, information, and features accessible to the user..

The following are the steps to access the Associates Dashboard:

1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

2. Click on an associate to proceed.

3. A new page will open, displaying the available features on the left side of the screen.

4. To explore a feature, click on it. For example, to view a detailed profile, click the ‘INFORMATION’ feature.

5. On the right side of the screen, you will find a shortcut to the ‘Notes’ section. Only the five most recent updates will be shown.

6. By clicking the back arrow, the page will be redirected to the associates list.

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Export – The Export feature is used to export specific data based on the creation date.

The following are the steps to export data:
1. Navigate to the ‘ASSOCIATES’ tab and All Associates List will be displayed.

2. Click on the ‘Export’ icon.

3. Upon clicking Export, a pop-up window will open displaying the selection criteria for ‘Period’.
There are four options available:

• Last 10 days – This option is used to export records from the last 10 days.
• Last 30 days – This option is used to export records from the past 30 days.
• Current month – This option is used to export records for the Current Month.
• Date Range – This option is used to export records for the selected date range within 90 days.

4. For the first three options, simply select the radio button and click on the ‘Export’ button.
5. Records will be exported, and the CSV file will be saved in a temporary location.
6. For the Date Range option, specific dates need to be selected.

7. Select the date and click on the ‘Export’ button.

8. The records will be exported based on the selected option and a CSV file will be saved.

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The Print feature is used to print specific data from the current page after applying any filters or search criteria. For example, if we are on the second page and print the data, it will only print the data visible on that page, not all the data available in the listing.

The following are the steps to print data:

1. Navigate to the ‘ASSOCIATES’ tab and All Associates List.

2. Click on the Print icon.

3. After clicking on Print, a popup will open displaying the current page data and various print options.

• Select the print option from the ‘Destination’ dropdown and click the ‘Print’ button.

• Select the ‘Save as PDF’ option from the ‘Destination’ dropdown and click the ‘Save’ button to save the file to the required location.

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The Quick Search feature is used to search data using specific characters simultaneously.

The following are the steps to use the Quick Search feature:
1. Navigate to the ‘ASSOCIATES’ tab and All Associates List will be displayed.

2. Click on the ‘Quick Search’.

3. ‘Quick search’ will expand to a text box.

4. Enter at least 3 characters into the search box and click the search icon.
5. Quick Search will search for cases based on the criteria set up under Setup > System Setup > Quick Search > Associate Quick Search.
For example:

• When searching with ‘adm,’ results will appear in the ‘Name’ and ‘Department’ fields.

• When searching with ‘123,’ the results will be available in the ‘Mobile’ field.

6. The user can customize the field preferences in the ‘System Setup’ under the ‘SETUP’ tab for ‘Quick Search’ as needed.

7. The ‘Associate Quick Search’ option will operate based on the selected field preferences from the ‘System Setup’ under the ‘SETUP’ tab.

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This feature is used to create a new Associate in the system.

The following are the steps to use the Add Associate feature:
1. Navigate to the ‘ASSOCIATES’ tab.

2. Click on ‘Add Associate’ in the left-side panel.

3. A new pop-up form will open, offering the following three options: ‘Personal Information’, ‘Business nformation’, and ‘Account Information’.
4. The default ‘Personal Information’ form will open.
5. Users need to add their required information in these forms one by one.

6. In the Personal Information section, fields marked with an asterisk (*) are mandatory.

7. The ‘Salutation’ field has a dropdown menu to select an option from.

8. Choose the ‘Date of Birth’ from the calendar option provided.

9. Clicking on the up and down arrows will display years and months for selecting the ‘Date of Birth’.

10. Enter the ‘Zip code’. The system allows entering 5 digits only in this field.

11. After entering the Zip Code, the system will automatically retrieve the corresponding values for ‘City’ and ‘State’.

12. Once all the details are filled in, click on the ‘Save & Next’ button.

13. The system will generate a confirmation message indicating the Associate was created successfully, and the newly created Associate will appear at the top of the ‘All Associate List’.

14. After completing the Personal Information form, the ‘Business Information’ form will open.
15. Users must fill in the mandatory fields marked with an asterisk (*).

16. The ‘Department’ field provides a dropdown menu for selecting a value.

17. Enter the ‘Zip code’, and the system will automatically fetch the corresponding values for ‘City’ and ‘State’.

18. Once all the details are filled in, click on the ‘Save & Next’ button.

19. The system will generate a confirmation message for “Associate Information updated successfully,” and the information will be shown in the Associate Information section. Following this, the ‘Account Information’ form will open next.

20. Users must enter the mandatory fields marked with an asterisk (*).

21. The Username must be in the format of an email address.

22. The ‘Status’ field provides a dropdown menu for selecting the status of the Associate.

23. The ‘Stage’ field offers a dropdown menu to select the stage of the Associate.

24. Select the ‘Package’ of the Associate from the dropdown options.

25. Once all the details are filled in, click on the ‘Save’ button.

26. The system will generate a confirmation message for Associate Information updated successfully, and the Associate will be shown at the top of the ‘All Associate list’.

27. Click on the newly created Associate.

28. The associate ‘Dashboard’ will open as below.

29. Click on the ‘INFORMATION’ tab.

30. The system will display the Personal Information in the ‘Personal’ tab which the user added at the time of creating the associate.

31. Click on the ‘Business Information’ tab, and the system will display the Business Information details in the Business Information tab.

32. Click on the ‘Account Information’ tab, and the system will display Account Information details in the Account Information tab.

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The Recent Associates icon in the left menu displays the five most recently viewed associates for easy access.

The following are the steps to view the Recent Associates:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’ displayed.

2. Click on the ‘Recent Associates’ icon in the left-side panel. The five most recently viewed associates by the user will be listed here.

3. Click on any associate from the All Associates List (other than those listed in the Recent Associates list).

4. The selected associate’s information will open.

5. Now, click on the ‘ASSOCIATES’ tab to return to the full list of associates.

6. Click on the ‘Recent Associates’ again. The ‘Recent Associates’ list has been updated.

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Left Search – The Search Feature allows users to find specific associates by applying chosen criteria, utilizing the available fields within the system.

The following are the steps to search for data:
1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

2. Click on the ‘Search’ option from the left panel.

3. Upon clicking on Search, a popup will open with the following options:
a. Search Criteria
b. Select Field Name
c. Search Value

4. Click on the Search Criteria, and the following options will be displayed:
a. Starts with
b. Ends with
c. Equals
d. Like
e. Not equal

5. Select a search option. For example, we have chosen the ‘Equals’ option.

6. Click on ‘Select Field Name’, and fields related to the associates will be displayed.

7. Type the name of the field in the search box, and matching fields will be displayed. For example, we have entered the word ‘State’.
8. It will display the list of available fields containing the entered word.

9. Select the field to search.

10. Go to the ‘Search Value’ field.

11. Enter the desired value in the ‘Search Value’ field. For example, enter ‘Alabama’ as the search value and click ‘Go’.

12. The search results will be displayed. Here, the search result is displaying the list of associates available with the ‘Alabama’ state.

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Products – The system facilitates the process of assigning different types of products to an associate account.

The following are the steps for assigning Products:
1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

2. Click on an Associate to proceed.

3. After clicking on the associate, the associate’s ‘Dashboard’ will open. Click on the ‘PRODUCTS’ option.

4. The Products page will open, displaying the following products available for assignment to the associate:
a. Life
b. ID Theft
c. Disability

5. All products will be assigned to the associate by default.
6. Deselect the products using the checkboxes to update the associate’s access to those products.

7. Clicking the ‘Save’ button will initiate the process of updating access for those products.

8. The system will display a confirmation message stating ‘Associate Product updated successfully’.

9. The associate can conduct business and access the related activities for the assigned products.

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