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Account Designee Listing

The Account Designee Listing page allows Account Managers (AMs) to add, edit, or delete Account Designees (ADs) associated with a selected Account ID. To perform these functions for more than one Account ID, click the Designee Maintenance link in the Account Settings box on your Account ID page. See the CRCP User Guide for step details.

ADs assist the AM with the GHP recovery cases. The AM must invite ADs to register and become users of the CRCP associated with one or more accounts. Each CRCP account may have up to 200 ADs.

This page shows the total number of designees and the following fields for each designee.

Note: Three columns have sorting and filtering capability: Last Name, Status, and Last Login Date. To filter/search by last name, enter part or all of a name in the text field at the column head. To filter by status or last login date, choose the status or date range of last login from the drop-down box at the column head. To reverse the sort order, click the arrow in the column header. Use the Clear Filters button to reset the display to its original unfiltered state.

Account Designee Listing Information

FieldDescription
Clear FiltersClick this button to clear any filters you have applied in the Last Name, Status, or Last Login Date columns.
Delete (X)Click this icon to remove the AD from the account. The Delete Designee Confirmation page appears as a result.
Last NameLast name of the AD.

Note: Searchable and filterable column: click the arrows in the header to sort or reverse the sort order; type a search term into the box at the top of the column to filter for names beginning with that value.

If the status of the AD is Pending, you can click their last name to go to the Update Account Designee Information page. On this page, you can change the AD name, e-mail, and/or passphrase and also request to regenerate the invitation e-mail.
First NameFirst name of AD.
E-mail AddressAD e-mail address. This is the e-mail address to which the invitation e-mail was sent.
PassphraseA short sequence of case-sensitive letters, numbers, and/or symbols up to 30 characters long that was developed by the AM for the AD to use when they register(ed) for the first time on the CRCP to obtain a login ID.
Status

Indicates the status of the designee on your account and whether the designee is able to access the CRCP account.

Note: Sortable and filterable column: click the arrows in the header to sort or reverse sort order; click the drop-down menu at the top of the column to show only designees with that status.

Possible values:

 Pending - The AD has been invited to the CRCP account, but has not yet obtained a Login ID.
Instruct the designee to follow the link in the invitation e-mail sent by the CRCP. The designee will need to enter the passphrase created by the Account Manager. The Account Manager can click on the designee's last name to edit their information, or resend an invitation e-mail to that designee.

  • Active - The AD has registered on the CRCP and has access to the CRCP account.
  • Locked - The AD has entered their password incorrectly too many times and is currently locked out of the system. Instruct the designee to perform the Forgot Password function from the User Options drop-down menu.
  • Expired - The AD has not changed their password for more than 60 days and is denied access to the CRCP. Instruct the designee to change their password using the Change Password function from the User Options drop-down menu.
  • Revoked - The AD's Login ID has been revoked and has no access to the CRCP. Contact your Electronic Data Interchange (EDI) Representative with questions about this status.
Last Login Date
  • Indicates the last date the designee logged in to an account in any COBSW application. Sortable and filterable. Filter range values include:
  • 0-14 days inactive
  • 15-29 days inactive
  • 30-44 days inactive
  • 45+ days inactive

Note: This list automatically sorts blank values to the top.

Click Add a Designee to add an AD user to your account. The Account Designee Information page displays.

Click Cancel to return to the Account Detail page.

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