Vertafore Identity Manager Site Map (Vertafore 2010)
1. VIM – Vertafore Administrator Navigation Model
Users
Agencies
New Agency Wizard
Users
Agencies
Information
Applications
Administrator
Show: Agencies
New
Copy
Agency Information
Search:
IV
Edit
Show: Users
Delete
New
Copy
Search:
IV
Edit
Reset
Delete
Applications
Search Results
Next
Information
Applications
Disable
Details
Search Results
Cancel
Applications
Information
Administrator
Applications
Groups
User Information
Add Locations
Locations
New
Back
Next
Copy
Edit
Delete
Cancel
OK
Save
Information
Applications
Administrator
Administrator
Information
Applications
Cancel
Applications
Groups
Agency Information
Back
Finish
Save
Cancel
Information
Applications
Save
Add Administrators
Cancel
Groups
Groups
Add Applications
Save
OK
Cancel
Cancel
OK
Cancel
Cancel
Cancel
2. VIM Navigation Map – Agency Administrator – R2
Home
Agency
Carrier
Connectivity
Users
Licenses
Administration
Welcome | Recent Activity
Welcome
Settings | Activity Log
Users
Locations
New
Copy
Edit
Delete
Show: Users
New
Copy
Groups
Search:
IV
Edit
Reset
Delete
Locations
Show: Groups
Disable
New
Copy
Applications
Carrier Connectivity
IV
Edit
Show: Carriers IV
Find:
Delete
Details
New Credential
Settings
New Code
Add Users
Credentials
Users
Copy
Codes
Edit
Users
Delete
Users and Groups
Carrier Credentials and Producer Codes
Licenses
Save
Welcome | Recent Activity
Cancel
Settings | Activity Log
Recent Activity
Activity Log
Search Results
Show:
Edit Group
Name:
Add Users
Location Information
Save
Information
Applications
Groups
Save
User Information
Cancel
Save
Add Locations
Cancel
Add Administrators
OK
Save
Information
OK
Cancel
Applications
Cancel
Cancel
Applications
Groups
Edit Carrier Credential
Save
Information
Applications
Groups
Cancel
Groups
Save
Save
Edit Producer Code
Cancel
Cancel
Save
Cancel
Cancel
IV
3. Groups in User Information
VIM Navigation Map – End User
Welcome
Welcome
Carrier
Connectivity
My Profile
User Information
Security
Carrier Connectivity
Show: Carriers IV
Find:
My Profile
New Credential
Credentials
Copy
New Code
IV
Codes
Edit
Delete
IV
Carrier Credentials and Producer Codes
Security Questions and Password
IV
Save
Licenses
Edit Carrier Credential
Welcome
Edit Producer Code
Cancel
Save
Welcome
Cancel
Groups
Save
Groups in Button Bar
Security
Cancel
Save
Cancel
Carrier
Connectivity
My Profile
Carrier Connectivity
User Information
Show: Carriers IV
Find:
My Profile
New Credential
Credentials
Copy
Groups
Security
Security
New Code
Groups
IV
Codes
Edit
Delete
IV
Carrier Credentials and Producer Codes
Security Questions and Password
IV
Groups
Save
Licenses
Edit Carrier Credential
Save
Edit Producer Code
Cancel
Save
Cancel
Save
Cancel
Cancel
4. VIM Navigation Map – User Information Design Options
1a) One page - Edit in page
User Information
List of Users
Show: Users
New
Copy
Licenses
IV
Edit
Reset
Delete
1c) One page – Edit groups separately
1b) One page – Edit groups in dialog
User Information
User Information
List of Users
List of Users
Groups
Show: Users
Disable
New
IV
Copy
Edit
Details
Reset
Delete
Disable
Licenses
Groups
Show: Users
New
Copy
Edit
Reset
Delete
Disable
Details
Details
Save
Licenses
IV
Cancel
Save
Save
Cancel
Cancel
Add Groups
Add Groups
Save
Cancel
Save
2a) Separate pages – Save does not close page
Information
Applications
Groups
List of Users
Show: Users
New
Copy
Information
IV
Edit
Applications
Reset
Delete
Disable
2b) Separate pages – Wizard-like
Information
User Information
Applications
Groups
Save
Cancel
Applications
Groups
User Information
After application information is saved
Information
Applications
Next
List of Users
Applications
Show: Users
New
Groups
Details
Copy
Information
IV
Edit
Applications
Reset
Delete
Disable
Finish
Cancel
Information
Applications
Groups
Applications
Groups
Information
Applications
Groups
Cancel
Save
Cancel
Back
Information
Applications
Groups
Groups
Save
Cancel
Confirmation
Confirmation
Details
Save
Cancel
Next
Finish
Cancel
Groups
Back
Finish
Cancel
Back
Finish
Cancel
5. VIM Navigation Map – Password Reset
Vertafore Identity Manager
Welcome
Vertafore Identity Manager
Reset Password
dksl
Sign on
Sign on
Outlook
To:
Subject:
Vertafore Identity Manager
Challenge Questions
Vertafore Identity Manager
Change Passwords
Go to Application
Your password will be reset.
Click here to reset your password.
Vertafore Identity Manager
Sagitta
OK
Cancel
Reset Password
Cancel
PL Rating
6. VIM Navigation Map – Setting up an agency
Vertafore Administrator
Agency Administrator
New Agency Wizard
Welcome | Recent Activity
Information
Applications
Administrator
Welcome
Agency Information
Locations
Users and Groups
Carrier Credentials and Producer Codes
Licenses
Next
Information
Applications
Cancel
Applications
Outlook
Administrator
Location Information
To:
Subject:
Outlook
Information
Applications
Groups
User Information
To:
Subject:
Log in to VIM to complete the set up
of your agency.
Go to Vertafore Identity Manager
Back
Next
Log in to VIM to complete the set up
of your agency.
Go to Vertafore Identity Manager
Cancel
Save
Cancel
Save
Information
Applications
Administrator
Administrator
Information
Users
Show: Users
New
Copy
Applications
Search:
IV
Edit
Reset
Delete
Cancel
Applications
Groups
Disable
Details
Back
Finish
Save
Cancel
Carrier Connectivity
Show: Carriers IV
Find:
New Credential
Credentials
Copy
Information
Applications
Groups
Cancel
Groups
New Code
Codes
Edit
Delete
Save
Cancel
7. VIM Navigation Map – Agency Administrator – Current
Home
Welcome
Recent Activity
Welcome
Users
Agency
Information
Connectivity
Applications
Groups
Locations
New
Copy
Edit
Location Information
Add Administrators
Delete
Activity Log
Users
Show:
New
Activity Log
Find:
IV
Copy
Edit
Reset
Delete
Disable
Show:
Settings
Settings
IV
Locations
Details
Users and Groups
Carrier Credentials and Producer Codes
Licenses
Save
Save
Cancel
Cancel
Save
Edit Carrier Credential
Welcome
Recent Activity
Recent Activity
Information
Connectivity
Applications
Groups
Information
Connectivity
Applications
Groups
Carrier Connectivity
Show: Carriers IV
Find:
New Credential
Credentials
Copy
New Code
Codes
Edit
Save
Delete
User Information
Cancel
Edit Producer Code
Save
Save
Information
Connectivity
Applications
Groups
Applications
Cancel
Information
Connectivity
Applications
Groups
Cancel
Carrier Connectivity
Carriers
New Credential
Credentials
Add Users
Copy
New Code
Save
Codes
Edit
Cancel
Delete
Add Users
Edit Producer Code
Users
Save
Cancel
Information
Connectivity
Applications
Groups
Information
Connectivity
Applications
Groups
Edit Carrier Credential
Groups
New
Copy
Save
Applications
Add Users
Edit
Add
Delete
Users
Save
Save
Cancel
Save
Cancel
Cancel
Information
Connectivity
Applications
Groups
Groups
Cancel
Cancel
8. VIM Navigation Map – Agency Administrator – Refactored
Home
Locations
Carrier
Connectivity
Users
Licenses
Administration
Welcome | Recent Activity
Welcome
Settings | Activity Log
Users
Locations
New
Copy
Edit
Delete
Show: Users
New
Copy
Groups
Search:
IV
Edit
Reset
Delete
Locations
Show: Groups
Disable
New
Applications
Carrier Connectivity
IV
Copy
Edit
Show: Carriers IV
Find:
Delete
Details
New Credential
Settings
New Code
Add Users
Credentials
Users
Copy
Codes
Edit
Users
Delete
Users and Groups
Carrier Credentials and Producer Codes
Licenses
Save
Welcome | Recent Activity
Cancel
Settings | Activity Log
Recent Activity
Activity Log
Search Results
Show:
Edit Group
Name:
Location Information
Add Users
User Information
Save
Cancel
Save
Save
Cancel
Add Locations
Admin Rights
Add Administrators
Licenses
OK
Groups
OK
Cancel
Cancel
Save
Cancel
Edit Carrier Credential
Save
Cancel
Edit Producer Code
Save
Cancel
Cancel
IV