From the Home Page access the Admin Dashboard screen and click on the Prime Representative Account link.
Prime Navigator and Broker Accounts
Use this guide to prime Broker and Navigator accounts for future creation. (Note: for this business process, to “prime” an account means to prepare it for future creation.)
|
From the Home Page access the Admin Dashboard screen and click on the Prime Representative Account link. |
Process Steps
To prime a Broker or Navigator account:
1. Click on the Prime Representative Account link in the Navigator/Broker section on the Admin Dashboard screen.
· The Prime Representative Account screen is displayed.
2. Select the representative type from the Representative drop-down menu. Options are Broker or Navigator.
3. Enter the representative’s first and last name in the First Name and Last Name textboxes.
4. Enter the representative’s certification number in the Certification Number textbox.
5. Enter the representative’s certification date in the Certification Date textbox in the format MM/DD/YYYY or select it from the calendar.
6. Enter the representative’s agency name in the Agency Name textbox.
7. Enter the representative’s agency certification number in the Agency Certification Number textbox.
8. Click the Prime Account button.
· The Administrator Dashboard is displayed.
|
If the information entered in steps two or three is already in the system, the Edit Certification Information screen is displayed.
|
Results of the Procedure
Data is saved. The associated Broker or Navigator can enter information to RI UHIP and create an account.
