ONLINE ACCOUNT COMPANY ADMINISTRATORS · 2019-04-01 · Manage Users ONLINE ACCOUNT COMPANY...
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For Financial Professional Use Only. Not for use with the public as sales literature. page 1 of 5 1. As part of your Nassau Re contract and account set up, firm Principals will automatically be invited to establish an online account for www.salesnet.nsre.com. 2. You will receive an invitation via email with Subject: Invitation to Activate Your Nassau Re Account. Select Activate Account in the email. This link is a one- time use and will expire after it is clicked. Log In 1. Log in to your account (this can take place after intital account activation). 2. Click on “Hi, First Name” and then select Manage Users. Add a New User 1. Select Add User 3. You will be prompted to enter and confirm your password. Your username will be your email address. 4. Follow the steps on screen to set up a mobile or office/business phone for your account. You will need to enter the code provided to you via text or voice call to verify the number. This is a one time verification step to help protect your account and information. 5. Your Account Set Up is complete. You can now log in to access your company information and manage other users. Activating Your Administrator Account ONLINE ACCOUNT COMPANY ADMINISTRATORS Manage Users
Transcript of ONLINE ACCOUNT COMPANY ADMINISTRATORS · 2019-04-01 · Manage Users ONLINE ACCOUNT COMPANY...
For Financial Professional Use Only. Not for use with the public as sales literature. page 1 of 5
1. AspartofyourNassauRecontractandaccountsetup,firmPrincipalswillautomaticallybeinvitedtoestablishanonlineaccountforwww.salesnet.nsre.com.
2.YouwillreceiveaninvitationviaemailwithSubject:InvitationtoActivateYourNassauReAccount.SelectActivateAccountintheemail.Thislinkisaone-timeuseandwillexpireafteritisclicked.
Log In
1. Logintoyouraccount(thiscantakeplaceafterintitalaccountactivation).
2.Clickon“Hi,FirstName”andthenselectManageUsers.
Add a New User
1. SelectAddUser
3.Youwillbepromptedtoenterandconfirmyourpassword.Yourusernamewillbeyouremailaddress.
4.Followthestepsonscreentosetupamobileoroffice/businessphoneforyouraccount.Youwillneedtoenterthecodeprovidedtoyouviatextorvoicecalltoverifythenumber.Thisisaonetimeverificationsteptohelpprotectyouraccountandinformation.
5.YourAccountSetUpiscomplete.Youcannowlogintoaccessyourcompanyinformationandmanageotherusers.
Activating Your Administrator Account
ONLINE ACCOUNT COMPANY ADMINISTRATORS
Manage Users
page 2 of 5For Financial Professional Use Only. Not for use with the public as sales literature.
ONLINE ACCOUNT COMPANY ADMINISTRATORS
Manage Users
2. Enteruser’sFirstName,LastNameandBusinessEmailAddress.Note:Theemailaddresswillbeusername.
3a.SetAccessGroups:Bydefault,allcompanyaccountuserswillreceiveaccessQuotesandIllustrations,PaperApps&Forms,ProductInformationandMarketingCatalog.Youmayaddadditionalaccessbasedontherolesandresponsibilitiesofeachuser.
3b.GrantAdditionalAccessoptions,include:
•AccountValues–statementofvaluesofinforcecontracts/policiesonscreenandprintablestatement.
•WebReporting/Dashboard–reportanddashboardviewofcases/policiesinpending/issued/paid/closedstatusforcurrentYTDandpreviousfullyear.IncludesNewBusinessnotesandUnderwritingorSuitabilitystatus.Dataexportsarealsoavailable.
•CompensationStatements–pdfstatementsoffirmcompensation.
4. Makeselectionsand“Submit.”Theuserwillreceiveanemailwithalinktoconfirmaccountandsetpassword.
5. YouwillbereturnedtotheManageUserspageautomatically.
Repeatsteps1–5,toinvitemultipleusers.
2.
3a.
3b.
page 3 of 5For Financial Professional Use Only. Not for use with the public as sales literature.
Manage Users
ONLINE ACCOUNT COMPANY ADMINISTRATORS
View Existing Users
Fromthisscreenyoucanviewallcurrentusers’accountinformation,accesstypeandstatus.
ToviewaUserAccountDetails,selectnamefromExistingUserlist.
STATUS KEY:
Active–accountsetupcompleteanduseraccountisavailableforuse.
Email Unconfirmed–accountsetupisnotcomplete.DirectusertolookforemailinvitationtoactivateaccountorCompanyAdministratorcanresendinvite,ifneeded.
Deactivated–accountsetupcomplete,howeveraccountisdeactivated,anduserwillnotbeabletologin.NassauReemployeeshaveaccesstodeactivate/reactivateanaccount.
Manage Users
ONLINE ACCOUNT COMPANY ADMINISTRATORS
page 4 of 5For Financial Professional Use Only. Not for use with the public as sales literature.
Edit User Access
1. ToviewUserAccountDetails,selectnamefromExistingUserlist.
2.Select“Edit”fromActionmenu.
3.Makeupdatestoaccountdetailsoraccesstypeand“Submit.”Youwillbepromptedtoconfirmyourselections.
4.YouwillautomaticallybereturnedtotheManageUserspage.
For questions or assistance, please call 1-800-417-4769, option 3.
www.nsre.com/salesnet
CC200A3 ©2019 Nassau Re Nassau Re® is a registered trademark by Nassau Reinsurance LLC. www.nsre.com
BPD39761 3-19
page 5 of 5For Financial Professional Use Only. Not for use with the public as sales literature.
Manage Users
ONLINE ACCOUNT COMPANY ADMINISTRATORS
Remove a User
1. SelectnamefromExistingUserslist.
2.InAccountDetailsselect“RemoveUser”fromActionsmenu.Confirmyourselectionbyselecting“OK.”YoucanalsoreturntoUserAccountpagewithoutsavingtheupdatebyselecting“Cancel.”
3.YouwillautomaticallybereturnedtotheManageUserspageafterselecting“OK.”
