User management

All policyholders who register for an account through our online quote service can manage their team’s access using user management.

What is user management?

User management enhances the security of online policy accounts by providing a way to control which users have access to policy information and at what level. 

There are two levels of access within the application: policyholder administrator and user management administrator.

Policyholder administrators

Policyholder administrators have the highest level of access within an account. There can be more than one on a single account. They can:

• Choose permissions when inviting other users to create a profile
• View all users with access to the account and their permissions
• Edit the permissions of all existing users except their own
• Resend an invite to a previously invited user, if the previous invitation was sent less than 14 days ago and the user has not yet registered

At this time, policyholder administrators cannot:

• Modify their own permissions
• Remove/delete another user from the account

At this time, if a policyholder administrator needs to modify their own permissions or delete another user from the account, they must call SAIF customer support staff.

User management administrators

User management administrators have the second-highest level of access within an account. There can be any number of user management administrators on an account. They can view other users registered on the policy account. They can invite new users, approve requests, modify access, or remove users.

Keep in mind that no user can edit their own permissions and can only grant roles if they have them. 

Access the user management application

New customers can take the following steps to access the user management application:

1. After creating an account, a new policyholder administrator will receive an email with an invitation link to create a profile. 
2. Complete the registration and log in using the link in the confirmation email.
3. The user management application link is also available in the policyholder portal in the left-hand navigation bar and on the “My Account” page.

Customers with existing accounts:

1. If the policy has registered administrators, they receive requests for access to the account via email.
2. If the policy does not have administrators, requests for access are auto-approved.

For more details on user management, see our user guide.