User Branches

Overview of User Role Management

The Users screen of the System Tables menu allows the bond administrator to define and maintain the different types of users who can access the system. Users are typically the surety’s employees, such as bond assistants, CSRs, and administrative personnel.
Select System Tables/Users to access user management.
On this initial Users screen, the system displays a listing of all users, including the Last Name, First Name, Email, Username, Security Role, Commercial Authority Level, and Contract Authority Level of each user.

Each user listing above includes a link for the Branches associated with that user. Users can be assigned to multiple branches. Select the Branches link corresponding to the user to access the branches associated with that user.
The system now displays a listing of all branches associated with that user, including the Branch name and Primary Branch flag for each user.
Select Create at the bottom of the screen to add a branch to a user.

Two data entry fields will be displayed on the resulting screen. From the dropdown, select the branch to be added to the user, and designate if the branch is to be the primary branch (check the box) for the user.
- Is Primary
  - This option allows users to indicate which branch is to be designated as the primary branch for the user. This designation does not drive any functionality except for reporting purposes.
The branches that are available in this dropdown are those that have been predefined in the system. Please refer to the Branches guide for more information.
Select Submit to save the information and designate this user to this branch.

Select Remove to remove a branch from a user as shown in the Edit section.
You will be prompted to confirm or cancel your action.