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Vertafore Identity Manager Site Map (Vertafore 2010)

  1. 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. 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. 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. 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. 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. 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. 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. 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

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