Secure Online Services Account SOSAUser Guide - PDF document

1 Secure Online Services Account (SOSA)Use
Secure Online Services Account (SOSA)User Guide Table of Contents Table of Contents5TAdministrator OptionsView Your Member Information...............................................................................................................................To View Your Member Information:................................ Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide Administrator Options What follows are the instructions for using the Administrator Options of the WCRIBMA Secure Online Services Account (SOSA). These options are available once the userhas logged into SOSAusing their User ID and Password. Please note that your accountrole (Group Administrator, Administrator, User or Business Segment User) determines which of the following options are available to you. his option is available to all accounts. Each userhas the ability to view their own accountinformation, which includes the following Information: Name, Login Role, Address, Phone, Email, Last visited, Times logged in and Group Information(Group, AdministratorandGroup Administrator TO VIEW YOUR MEMBER INFORMATIONLog into SOSAClick on View your member informationlink located beneath your name. This option is available to Group Administrators. The User List Report provides basic information for all accountswith in a groupby User ID. The basic information includesthe following: Account status (Active=True or nactive=FalseFirst NameLast NamUser Type (User, Business Segment User, Group Administrator, AdministratorBusiness Segment ID (if anyEmailFor Each Product:Product ccess (True or FalseView Only/Fullccess (View Only=True or FullFalseTO VIEW USER L

2 IST REPORT:Click User List Reportlink lo
IST REPORT:Click User List Reportlink located beneathAdministrative OptionsClick View [Group Name]user listlink to view the user list report This option is available to Group Administrators and Administrators and provides the ability to create and add new accounts. Group Administrators have the ability to add accountswith the role of Administrator, User and Business Segment User. Administrators have the ability to add accountswith the role of User and Business Segment User only. Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide Userswill report directly to the party that created the account for them. New accountsonly exist within the group that they are created and only have access to those products that are assigned to them via the creating partyor higher authorityTO ADD ACCOUNTClick Add Memberlink located beneathAdministrator OptionsEnter the following information:Role (User, Business Segment User or Administrator)First namec.Last nameUser IDPasswordEmailPhoneAddressCityStatek.ZipStatusWhen finished entering information, select ‘Add Member‘ button (confirmation message will appear uponsuccessful update)Within “Add/Remove Products for Member” section, select ‘Add/Remove’ link in “Add/Remove” column of the row for appropriate product (Adding a product will place an “X” in “Selected” column and update “Date Added” column with current date/time)Within “Add/Remove Products for Member” section, select checkbox in “View Only Access” column of the row for appropriate product (use the following KEY as guide for checkbox values)Cl

3 ick inishedbutton *KEY - View Only Ac
ick inishedbutton *KEY - View Only Access Checkbox State Level of Access Checked Indicates that the View Only has been turned on and therefore the user has "View Only" access to the product Unchecked Indicates that the View Only has been turned off and therefore the user has "Full" access to the product No Checkbox Indicates that the View Only is not applicable to this product This option is available to Group Administrators and Administrators and provides the ability to edit accountswithin a group. Group Administrators have the ability to edit any accountin the group. Administrators can only edit those accountsthat they have created. Update capabilities includethe following Editing AccountInformationChanging User IDSetting/Resetting Password Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide Activating/Inactivating AccountStatusAdd/Remove ProductsSetView Onlyccess to roductsView/AddAccountHistoryTO EDIT ACCOUNTINFORMATIONClick Edit Memberlink located beneath Administrator OptionsEnter Search for membercriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click Search ember’ buttonSelect accountyou would like to editWithin “Member Information” sectionthe following informationmay be editedRole(User or Business Segment User)First namec.Last nameEmailPhonePhone ExtFaxAddressCityStatek.ZipWhen finished editing information, select ‘Update the member information above’ button (confirmation message will appear upon successful update)If editing accountinformation is complete, select ‘Close Window’ linkTO CHAN

4 GE USER IDClick ‘Edit Member’
GE USER IDClick ‘Edit Member’ link located beneath Administrator OptionsEnter Search for accountcriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editWithin “Member Information” section, enter new “User ID”Select ‘Change User ID’ button (confirmation message will appear upon successful update)If editingaccountinformation is complete, select ‘Close Window’ linkTO SET ACCOUNTPASSWORD = USER ID:Click ‘Edit Member’ link located beneath Administrator OptionsEnter Search for membercriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editWithin the “Set Member Password = User ID” section, enter “Comment” (optional) Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide Select ‘Set Password = User ID’ button (confirmation message will appear upon successful update)If editing accountinformation is complete, select ‘Close Window’ linkTO CHANGE ACCOUNTSTATUS:Click ‘Edit Member’ link located beneath Administrator OptionsEnter Search for accountcriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editWithin “Change Member Status” section, enter “Comment(optional)Select ‘ACTIVE click to inactivate’ button or ‘INACTIVE click to activate&

5 #146; button (confirmation message will
#146; button (confirmation message will appear upon successful update)If editing accountinformation is complete, select ‘Close Window’ linkTO ADD/REMOVE PRODUCTS FOR ACCOUNTClick ‘Edit Member’ link located beneath Administrator OptionsEnter Search for accountcriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editWithin “Add/Remove Products for Member” section, select ‘Add/Remove’ link in the “Add/Remove” column of the row for the appropriate product(Adding a product will place an “X” in “Selected” column and update “Date Added” column withcurrent date/time)If editing accountinformation is complete, select ‘Close Window’ linkTO SET “VIEW ONLY” ACCESS:Click ‘Edit Member’ link located beneath Administrator OptionsEnter Search for accountcriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editWithin “Add/Remove Products for Member” section, select the checkbox in the “View Only Access” column of the row for the appropriate product (use the following KEY as guide for checkbox values)If editing accountinformation is complete, select ‘Close Window’ linkTO VIEW/ADD ACCOUNTHISTORYClick ‘Edit Member’ link located beneath Administrator OptionsEnter Search for membercriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search memb

6 ers’ buttonSelect accountyou would
ers’ buttonSelect accountyou would like to editWithin “Member History” section, select ‘View/Add history’ linkReview “Member History”, enter “Comment” and select ‘Add comment’ button (optional) Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide If view/add accounthistory is complete, select ‘Close Window’ linkIf editing accountinformation is complete, select ‘Close Window’ link This option is available to Group Administrators. Group Administratorsthe ability to replace an existing Administrator with another account. TheAdministrator chosen to be replacedwill demotethe role of Userand the account will be made inactive. The promotedUser inherits all Administratorprivilegesand assumes management of all accountscreated by former Administrator TO REPLACE ADMINISTRATOR:Click Replace Administratorlink located beneathAdministrator OptionsClick Replace AdministratorbuttonFollow the stepstep instructions within “Replace Administrator Option”NOTE: Please contact the WCRIBMA Technical Support(WCRIBMATechSupport@wcribma.orgif a Group Administrator change is required. This option is available to Group Administrators. Group Administratorhave the ability to promote User to Administrator. The promoted User inherits all Administrator privileges but does not assume management of any accounts. The promoted User retains product access levels as previously held. Please note that Business Segment Users cannot be promoted to Administrators. TO PROMOTE TO ADMINISTRATOR:Click ‘Promote to Administrator’ link located beneath Administrator OptionsCli

7 ck ‘Promote Administrator’ but
ck ‘Promote Administrator’ buttonFollow the stepstep instructions within “Promote to Administrator Option”NOTE: Please contact the WCRIBMA Technical SupportWCRIBMATechSupport@wcribma.orgif a Group Administrator change is required. Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide Business Segment Identifier The Business Segment Identifier is an optional data field that can be reported in the electronicheader record of each Policy and Unit Statistical Report (USR). This field allows carriers the option to provide a coding device to the Bureau, to use for identifying any subset of that carrier’s policy or USR data. The insuring carrier can then provide or limit access to the data identified with the Business Segment Identifier in select Bureau’s SOSAproducts. The following SOSAproducts vebeen enhanced so that our members are able to secure Business Segment Users to only the data reported with their associated Business Segment IdentifierManage PolicyManage USRWCRATINGS*Please note that securing a Business Segment User to any product that has not been enhanced for Business Segment Identifier usage will result in the Business Segment User having access to ALL group data. This option is available to Group Administrators and Administrators. This feature enables roups to take advantage of the security benefits for data reported with the Business Segment Identifier (BSI). To do so, they must first setup the appropriate Business Segment in SOSA TO ADD BUSINESS SEGMENTClick ‘Add Member’ link located beneath Administrator OptionsSelect “Bus Segment User” from the ‘Role

8 46; dropdown menuSelect ‘Add new Bu
46; dropdown menuSelect ‘Add new Business Segment to Group’ linkEnter Business Segment IDEnter Business Segment NameSelect ‘Add Business Segment’ buttonSelect ‘Retry’ buttonEnter the following information:First nameLast namec.User IDPasswordEmailPhoneAddressCityStateZipk.Status Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide When finished entering information, select ‘Add Member‘ button (confirmation message will appear upon successful update)Within “Add/Remove Products for Member” section, select ‘Add/Remove’ link in “Add/Remove” column of the row for appropriate product (dding a productwill place an “X” in “Selected” column and update “Date Added” column with current date/time)Within “Add/Remove Products for Member” section, select checkbox in “View Only Access” column of the row for appropriate product (use the following KEY as guide for checkbox values)Click ‘Finished’ button *KEY - View Only Access Checkbox State Level of Access Checked Indicates that the View Only has been turned on and therefore the user has "View Only" access to the product Unchecked Indicates that the View Only has been turned off and therefore the user has "Full" access to the product No Checkbox Indicates that the View Only is not applicable to this product This option is available to Group Administrators and Administrators. Existing users can be updated to have limited access to Group data based on Business Segment Identifier. TO UPDATEUSER TO BUSINESS SEGMENT USERIN EXISTING

9 BUSINESSSEGMENTClick ‘Edit Member&
BUSINESSSEGMENTClick ‘Edit Member’ link located beneath Administrator OptionsEnter Search for membercriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editSelect “Bus Segment User” from ‘Role’ dropdown menuWithin “Assign/Change Business Segment for User” section, select Business Segment] from Business Segment’ dropdown menuSelect Update the member information above’ button (confirmation message will appear upon successful update)If editing accountinformation is complete, select ‘Close Window’ linkTO UPDATE USER TO BUSINESS SEGMENT USER IN NEW BUSINESS SEGMENT:Click ‘Edit Member’ link located beneath Administrator OptionsEnter “Search for accountcriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect accountyou would like to editSelect “Bus Segment User” from ‘Role’ dropdown menuWithin “Assign/Change Business Segment for User” section, select ‘Add new Business Segment to Group’ link Secure Online Services Account (SOSA)User GuidePage Secure Online Services Account (SOSA)User Guide Enter Business Segment IDEnter Business Segment NameSelect ‘Add Business Segment’ buttonSelect ‘Retry’ buttonSelect ‘Update the member information above’ button (confirmation message will appear upon successful update)If editing accountinformation is complete, select ‘Close Window’ link Secure Online Services Account (SOS

10 A)User GuidePage Secure Online Servic
A)User GuidePage Secure Online Services Account (SOSA)User Guide View Only Access SOSAhas been enhanced to incorporate View Only Accessfunction. This enhancement gives Group Administrators and Administrators the ability to grant “View Onlyccess capabilities to selected accountsA User who has been granted View Onlyccess cannot add or update data for the associated product, the user will only have the ability to view datafor the associated productTO SETVIEW ONLYACCESSClick ‘Edit Member’ link located beneath Administrator OptionsEnter Search for membercriteria (leaving the search criteria blank will return a listing of all accountsavailable for editing)Click ‘Search members’ buttonSelect account you would like to editWithin “Add/RemoveProducts for Member” section, select checkbox in “View Only Access” column of the row for appropriate product(use the following KEY as guidefor checkbox values *KEY - View Only Access Checkbox State Level of Access Checked Indicates that the View Only has been turned on and therefore the user has "View Only" access to the product Unchecked Indicates that the View Only has been turned off and therefore the user has "Full" access to the product No Checkbox Indicates that the View Only is not applicable to this product We hope you find these instructions to be helpful and the Secure Online Services Accountto be userfriendly and valuable. If you have any questions and/or concerns regarding these instructions or a Secure Online Services Account, please contact the WCRIBMA Technical SupportWCRIBMATechSupport@wcribma.org Secure Online Services Account (SOSA)User GuideP