Note: You must have the authority, "User Security Questions," (Company Configuration group) to access and perform this function. Additionally, you will need to establish the following system settings in the Security / Email Notification folder in System Settings:
Mail Server - This is the name of your company's email server (e.g., Exchange). Implementation specific.
From User Name - This is the user's name that displays in the email's "From" address (e.g., tsmith@insuresoft.com.) Implementation specific.
Company or Site Name - This is your company's / site name that is substituted in the body of the email. Implementation specific.
Contact Info Message - This is the information that displays at the bottom of the mail message explaining what to do if you (the user) were not the one to request the new password (e.g. "If you, or another authorized user did not request this change, please go to our web site here: http: <Your company's web site.>") Implementation specific.
Send Email to User - This determines if an email is sent to the specific user whose password was changed. Values are "False" (Disable - do not send) or "True" (Enable - send).
Send Email to Agency - This determines if an email is sent to the agency email address who the user belongs to. False = Do not send an email. True = Send an email.
Force Password Change Next Login - This determines if the user is required to change their password the next time they log in to the web. False = Do not require the user to change their password on the next login attempt. True = Require the user to change their password on the next login attempt.
This function allows you to establish a list of questions that can be assigned to each individual user should they forget their password when accessing the Web. Once the questions have been set up, you can assign three (3) questions and enter the user's corresponding answers in User Setup.
When a user forgets their password when accessing the Web, these questions are then prompted. The user must enter the answer they have given to each question. When finished, they are e-mailed a randomly generated password to gain access to the Web.
Access Company Configuration Tool / Users / User Security Questions.
To add a security question:
Select Add from the toolbar.
On the Add User Security Question screen, enter a question (e.g., "What was the name of your high school mascot?")
When finished, click Save to retain your entry and add it to the Grid View.
Repeat for each question you wish to add.
To edit a security question:
Highlight the question in the Grid View.
On the Add User Security Question screen, make any changes and click Save.
The change is retained and displayed in the Grid View.
To edit a security question:
Highlight the question in the Grid View.
Click the Delete button.
Answer Yes to the question: "Delete selected user security question?"
The question is removed from the Grid View.