The policyholder user is used to link user to policyholders, in addition to the access right policyholder portal that allows the user to have access to only some policyholder. Pre-conditionsUser and Policyholder must be created before NavigationAll functionality for use with the administration of policyholder users can be found under the main menu Administration , sub menu Policyholder Users . ![](https://openimis.atlassian.net/wiki/download/thumbnails/3721625890/ph_user.menu.png?version=1&modificationDate=1708027644506&cacheVersion=1&api=v2&width=250) Img. 112 Navigation Policyholder User Clicking on the sub menu Policyholder Users re-directs the current user to the Find contract Page. ![](https://openimis.atlassian.net/wiki/download/thumbnails/3721625890/ph_user.search.png?version=1&modificationDate=1708027644514&cacheVersion=1&api=v2&width=544) Img. 113 Search Policyholder User Search PageSearch criteria User: opeimin user PolicyHolder Date valid from/to Show deleted
Results The columns name definiction matches with the search criteria definitions The rows are the search results Edit policyholder as doubleclick on the line, clicking on that button will open the edit popup ![](https://openimis.atlassian.net/wiki/download/thumbnails/3721625890/ph_user.edit.png?version=1&modificationDate=1708027644523&cacheVersion=1&api=v2&width=250) Img. 114 Edit Policyholder User Delete policyhodler Confirmation pop up is displayed. duplicate A creation popup will be displayed.
Create policyholder user button A creation popup will be displayed
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