Admin guide knowled base_tracker 1.1
- 1. Set-Up Guide for Administrators 09 December 2016 Tracker and KnowledgeBase This Set-Up Guide provides instructions to Company Administrators on how to set up business users for access to the above services via the Xchanging Insurance Portal. Company Administrators and business users must be registered Insurance Portal users in order to gain access to the services within it. The Service Desk can be contacted on 0870 380 0830 or email servicedesk@xchanging.com should you require any help or assistance with registration. The Insurance Portal Once you have registered for access with the Xchanging Service Desk, you can visit the Xchanging Insurance Portal, by entering the following web site address in your browser https://insuranceportal.xchanging.com or you can click here. The Xchanging Insurance Portal Login Page will be displayed as shown above. 1 Release 1.1 – July 2004
- 2. Click on the login button and enter your administrators Id and Password, previously issued to you by Xchanging Directory Admin At the Insurance Portal Home Page, click on the “Directory Admin” link (see below) In Directory Admin, a menu of administration functions will be displayed (see below) 2 Release 1.1 – July 2004
- 3. Directory Admin is the browser based tool used by Company Administrators to maintain “people and user” entries. Adding People Using Directory Admin Company Administrators and business users must be registered Insurance Portal users in order to gain access to the services within it. They must have valid Ids and Passwords. Selecting the ‘people’ option on the menu page will display a list of all people that exist for your company (if any). Note: If you subscribe to the Directory Synchronisation service, people can be added automatically by your email Administrator. 3 Release 1.1 – July 2004
- 4. If you do not, selecting the ‘people’ option on the menu page will display a list of all people that exist for your company (if any) and provide an option to add a new person. Adding a new person Use a person’s email address as their ID, and enter their first name and last name. Setting passwords All business users must have valid Ids and Passwords to access the Insurance Portal. Add a password of your choice and confirm the password. Click the “Add” button to create the new person entry. The screen will be refreshed and the new person will appear. 4 Release 1.1 – July 2004
- 5. Adding Users Using Directory Admin You also have the choice of adding users by selecting the ‘users and groups’ option on the menu page which will display a list of all users that exist for your company (if any). Adding a user You can use a person’s email address as their ID, and enter their first name and last name. Optionally, you can create a user id of your choice i.e. Xchanging1. Setting passwords All business users must have valid Ids and Passwords to access the Insurance Portal. Add a password of your choice and confirm the password. Click the “Add” button to create the new user entry. The screen will be refreshed and the new user will appear. Changing passwords 5 Release 1.1 – July 2004
- 6. In the case of changing passwords, the details are not displayed, but a padlock icon is displayed if a password exists. The new password must be entered in both the ‘New Password’ and ‘Confirm Password’ boxes, then click the ‘update’ button. Selecting the ‘people or user and groups’ option on the menu page will display a list of all people that exist for your company and provide an option to modify certain details including passwords. Click the user icon next to a user modify their details such as forgotten passwords. 6 Release 1.1 – July 2004
- 7. Providing Access to KnowledgeBase KnowledgeBase will be made available automatically to all business users who are registered for Tracker. This approach is designed to reduce administration and to provide timely access to key Xchanging services essential to daily business operation. Adding People and Users to The XIS Tracker Group “People and Users” must be added to the XIS Tracker group in order to access Tracker and KnowledgeBase. Click on the “business groups” menu item in Directory Admin to display a list of all the groups that exist. Click the icon next to the XIS Tracker group to display current members and add new ones. 7 Release 1.1 – July 2004
- 8. Note: the XIS Tracker group is created by Xchanging when setting up company registrations. New members can be added to this group by first searching for eligible “people or users”. Click the ‘search’ button to display the list of those who are eligible. A maximum of 100 entries will be displayed. 8 Release 1.1 – July 2004
- 9. It will be necessary to enter search parameters if there are more than 100 people in your company. Enter either the start of the first name and/or last name, or any part of the e-mail address, and then click ‘search’ again. Select all the “people or users” who need to be added to the XIS Tracker Group by ticking the checkbox to the left of the display, then click the ‘add’ button. Note: Directory Admin will synchronise new “people and users” to the Insurance Portal once every 10 minutes. Tracker and KnowledgeBase will be made available automatically to new business users who are registered for Tracker the next time they log into the Insurance Portal. Removing People From XIS Tracker Group 9 Release 1.1 – July 2004
- 10. Group members can be removed by ticking the checkbox to the left of their name and clicking the ‘delete’ button. Note: Directory Admin will synchronise any deleted “people or users” to the Insurance Portal once every 10 minutes. Access to Tracker and KnowledgeBase and the Insurance Portal (if applicable) will be removed the next time they attempt to log into the Insurance Portal. Administrator Checklist - Tracker & KnowledgeBase 1. Go to https://insuranceportal.xchanging.com 2. Login using the Administrator credentials issued to you by Xchanging 3. Click on the Directory Admin Link in “My Services” 4. Add a new person or user to Directory Admin 5. Add a password to that entry 6. Add the entry to the XIS Tracker group 7. Wait 10 minutes for the synchronisation service to run 8. Log into the Insurance Portal using the new credentials 9. Issue the new credentials to the new business user Contacting us In the event of technical difficulties please contact the Xchanging Service Desk on 0870 380 0830 or email servicedesk@xchanging.com. 10 Release 1.1 – July 2004