Browsing Users

You can browse users in your account.

To browse existing users in your organizational sub-tree

Click Accounts & Users, and then click

•

List All Customers—to show all customer users.

•

List All Producers—to show all producer users.

•

List All Partners—to show all partner users.

•

List All Self-Registered—to show all self-registered users.

The End-User Portal shows the search results page. To see the details of a specific user, click the display name of that user, and the End-User Portal opens the Edit User page. There, you can view the following information:

•

Whether a user is a shared user (shared users are marked with an icon showing several people).

•

Account Name: Full name of user.

•

User Name: Login name of the user.

•

Email Address: The user’s email address.

•

Type: Select either User or Contact. A contact is a user account that cannot log in, and is maintained for organizational contact purposes.

•

Accounts: All accounts to which the user belongs.