Member Portal Administrator Documentation

Roles
Roles | Description |
---|---|
Administrator | Add/delete/edit managers, supervisors & employees Access to all information |
Manager | Access to most information Add/delete/edit employees |
Supervisor | Access to all information Add/delete/edit supervisor & employees |
Employee | Access to certain information Not be able to add/delete/edit employees |
Categories
Categories | Item | Admin | Manager | Supervisor | Employee |
---|---|---|---|---|---|
Dashboard | Weather Information & Action Items | ![]() | ![]() | ![]() | ![]() |
Dashboard | News | ![]() | ![]() | ![]() | ![]() |
Dashboard | Renewal Date | ![]() | ![]() | ![]() | |
Dashboard | Insurance Fund Balance | ![]() | ![]() | ||
Dashboard | Claims Summary | ![]() | ![]() | ![]() | ![]() |
Dashboard | Risk Management Telematics Ranking | ![]() | ![]() | ![]() | ![]() |
Insurance | Document Library - Insurance Policies | ![]() | ![]() | ||
Insurance | Governance - Membership and Organization | ![]() | ![]() | ||
Insurance | Member Kiosk - Membership Agreement Execute | ![]() | ![]() | ||
Insurance | Member Kiosk - Certificate of Insurance | ![]() | ![]() | ||
Insurance | Member Kiosk - Endorsements/Policy Changes | ![]() | ![]() | ![]() | |
Insurance | Member Kiosk - Loss Run Request | ![]() | ![]() | ||
Insurance | Financial & Profitability Information - Fund Balance | ![]() | ![]() | ||
Insurance | Financial & Profitability Information - Financial Statements | ![]() | ![]() | ||
Insurance | Premium Payment & Collateral - FIRST Insurance Funding | ![]() | ![]() | ||
Insurance | Premium Payment & Collateral - Payments | ![]() | ![]() | ||
Insurance | Premium Payment & Collateral - Collateral | ![]() | ![]() | ||
Insurance | Program Information - Supplemental Applications | ![]() | ![]() | ![]() | |
Insurance | Program Information - Overview Summary | ![]() | ![]() | ![]() | |
Insurance | Program Information - Information Circular | ![]() | ![]() | ![]() | |
Insurance | Program Information - Sell Sheets | ![]() | ![]() | ![]() | |
Risk Management | LP & Safety - Best Practices Scope | ![]() | ![]() | ||
Risk Management | LP & Safety - Loss Control Tracker | ![]() | ![]() | ||
Risk Management | LP & Safety - Warranties & Recommendations | ![]() | ![]() | ||
Risk Management | LP & Safety - Recommended Activities | ![]() | ![]() | ||
Risk Management | LP & Safety - Best Practices | ![]() | ![]() | ![]() | |
Risk Management | Telematics Exchanges - Total Speeding Ranking | ![]() | ![]() | ||
Risk Management | Telematics Exchanges - Telematics Exchange Link | ![]() | ![]() | ![]() | ![]() |
Risk Management | Telematics Exchanges - Driver Score Cards | ![]() | ![]() | ||
Risk Management | eLive Connect Link | ![]() | ![]() | ![]() | ![]() |
Risk Management | Embark Safety MVR Online - Login | ![]() | ![]() | ||
Risk Management | FMCSA Link | ![]() | ![]() | ![]() | |
Claims Management | Claims - Claims Information | ![]() | ![]() | ||
Claims Management | Claims - Loss Run Request | ![]() | ![]() | ||
Communication | Message Boards - Featured Posts | ![]() | ![]() | ![]() | ![]() |
Communication | Message Boards Webinars | ![]() | ![]() | ![]() | ![]() |
Communication | eMaxx Directory of Employees | ![]() | ![]() | ![]() | ![]() |
Communication | Preferred Technology Vendors | ![]() | ![]() | ![]() | ![]() |