Transcription of Product Dashboard & User Maintenance USER GUIDE
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Product Dashboard & User Maintenance USER GUIDE
Product Dashboard & user Maintenance user GUIDE GeoVera Holdings, Inc. MGS_MM_UG1_0916 Contents Logging In .. 3 .. 3 New Producers - First Time Logging In .. 3 W-9 Form .. 3 Direct Deposit .. 3 Contact Info .. 3 Linking Accounts with Single Sign On .. 4 Product Dashboard .. 5 Account Settings .. 6 Account Settings Menu .. 6 Change Password .. 7 Reset Password .. 7 Update Contact Information .. 8 user Roles & Permissions .. 8 Agency Contact .. 8 Broker Fee .. 8 Security Officer Options .. 9 Updating Agency Info .. 9 Direct Deposit .. 10 Managing Account Settings for another user .. 10 New user Setup .. 10 Add New user ID .. 10 Add New Producer/Sub-Producer .. 10 New user Notification .. 11 Disable Users .. 12 Reset Password .. 12 Display user List .. 12 Manage user Permissions .. 12 user Roles & Definitions .. 13 Help & Support .. 14 Contact your Security Officer or Service Center .. 14 3 Logging In You can login at to access the Product Dashboard .
Product Dashboard & User Maintenance USER GUIDE GeoVera Holdings, Inc. MGS_MM_UG1_0916
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