Policyholder User

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.

Pre-conditions

User and Policyholder must be created before

Search Page

  1. Search criteria

    • User: opeimin user
    • PolicyHolder
    • Date valid from/to
    • Show deleted
  2. 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

      ../../_images/ph_user.edit.png

      Img. 115 Edit Policyholder User

    • Delete policyhodler

      Confirmation pop up is displayed.

    • duplicate

      A creation popup will be displayed.

  3. Create policyholder user button

    A creation popup will be displayed