Policyholder User (User Manual)

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-conditions

User and Policyholder must be created before

Navigation

All functionality for use with the administration of policyholder users can be found under the main menu Administration, sub menu Policyholder Users.

Open

Img. 112 Navigation Policyholder User

Clicking on the sub menu Policyholder Users re-directs the current user to the Find contract Page.

Open

Img. 113 Search Policyholder User

Search Page

1. Search criteria

   • User: opeimin user

   • PolicyHolder

   • Date valid from/to

   • Show deleted

2. 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

      

   • Delete policyhodler

     Confirmation pop up is displayed.

   • duplicate

     A creation popup will be displayed.

3. Create policyholder user button

   A creation popup will be displayed