You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
The "NEW" Boston Software Knowledge Base is now active!
Home > SinglePoint Rating > SinglePoint Settings > How to create a new SinglePoint Account for a user
How to create a new SinglePoint Account for a user
print icon

Only a SinglePoint manager can add a new user account to your agency's SinglePoint. Follow these steps:

 

  • The SinglePoint Manager should log into SinglePoint and click their username in the top right corner of the SinglePoint Rating screen.
  • Select "SinglePoint Settings"
  • Select the "Manage Employees" box
  • Select orange "Add New User" button on the right side of screen
  • Complete all the fields including Name, email, and phone.
  • In the "Permission" section, be sure to select what role and what access this user will have, either an employee or a manager.
  • Be sure to provide RMV permissions if this user will quote Autos and/or use the RMV Services in SinglePoint.
  • Select the blue "Add User" button.

 

NOTE:  the new user will receive SinglePoint email with a link to set their username and password.  This is time-sensitive for security purposes -- the link expires after 10 minutes.  So be sure the new user has access to their email account or you may need to re-send the link.

 

Feedback
0 out of 0 found this helpful

scroll to top icon