The policyholder user is used to link user to policyholders, in addition to the access right policyholder portal that allows the user to have access to only some policyholder.
User and Policyholder must be created before
All functionality for use with the administration of policyholder users can be found under the main menu Administration, sub menu Policyholder Users.
Navigation Policyholder User
Clicking on the sub menu Policyholder Users re-directs the current user to the Find contract Page.
Search Policyholder User
Search criteria
- User: opeimin user
- PolicyHolder
- Date valid from/to
- Show deleted
Results
The columns name definiction matches with the search criteria definitions
The rows are the search results
Edit policyholder
as doubleclick on the line, clicking on that button will open the edit popup
Edit Policyholder User
Delete policyhodler
Confirmation pop up is displayed.
duplicate
A creation popup will be displayed.
Create policyholder user button
A creation popup will be displayed
