Adding a User in CollisionLink Insurance

KB Article #3435

As a CollisionLink administrator, you will be responsible for adding and maintaining the list of employees that need to look up part prices using CollisionLink. Before you begin: Both a unique username and email address are required to create a new user account.

Once a user account is created, CollisionLink will send the new user(s) an email to complete the registration process. To ensure your users receive this:

• Add [e-mail] to the Safe Sender list within your email client or internet security software.
• Notify your users to watch out for an email from [e-mail] (Subject: Welcome to CollisionLink Insurance) and to complete the needed steps once they receive.
• If they do not receive the email, have them check their SPAM or Junk folders for emails from [e-mail].

The process to add users varies based on how many users you wish to add:

• To add a single user...
• To add multiple users...

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To add a single user:

1. From the CollisionLink menu, click Account Management.
   
2. Click User Management.
3. Click Single User.
   
4. Complete the following information in the Add User section (all the fields are required):
   
   
   1. First Name  
   2. Last Name
   3. Username: Type in a unique Username that you want your CollisionLink user to log in with. A valid Username must be six to 20 letters and/or numbers and must not include any special characters, such as !, @, #, $, %, ^, &, *. An error message will display if the Username has been previously used.
   4. e-Mail: Type in the user's email address. An error message will display if the email address has been previously used.
   5. Administrator: Select Yes to set up the new user as a backup administrator for your CollisionLink account. Administrators will be able to add, edit, or delete user accounts.
5. Click Add User when done. The new user's account will display in the User List section if all the information is entered correctly.
6. Upon adding a user, an email will be sent to the address you entered--providing the new user with a link to the CollisionLink login page, their username, and a temporary password which they will use to log into the site.
   
7. Upon logging in, the new user will be directed to the Account page where they must:
   1. Select a Security Question and type an Answer that they can use to retrieve their Username/Password.
   2. Create a personal Password which they will use to log into CollisionLink in the future.
   3. Click Complete User Information Update to complete the account-creation process.
      

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To add multiple users: (A maximum of 500 users can be added at one time.)

1. From the CollisionLink menu, click Account Management.
   
2. Click User Management.
3. Click Multiple Users.
   
4. Click the link to download the Sample Data File.
   
5. Open the UserRegistrationData file and enter the required user information (First Name, Last Name, e-Mail Address, and User Name). Do not add additional columns to the file.
   
6. Save the file in the .CSV format. (CollisionLink can only import .CSV files.)
7. Return to CollisionLink and then click Choose File to locate the updated file. Click Open.
   
8. Click Upload. If the selected file is not in .CSV format, the Upload button will remain grayed out.
   
9. Click Add Users. Users will be added to the User List. If any users failed to import, an error message will display. To resolve:
   1. Click the link to download and view the accounts that could not be created. Note: Depending on your Excel settings, information in the Error Messages column may not display on screen. To resolve, select all cells and then click Format>AutoFit Row Height.
   2. Make the necessary corrections.
   3. Once you have updated the records, delete the Error Messages column.
   4. Save the file in .CSV format.
   5. Upload the new file. Repeat this process until all record issues are resolved. 
      
10. An email will be sent to the addresses you entered--providing new users with a link to the CollisionLink login page, their username, and a temporary password which they will use to log into the site.
    
11. Upon logging in, new users will be directed to the Account page where they must:
    1. Select a Security Question and type an Answer that they can use to retrieve their Username or Password.
    2. Create a personal Password which they will use to log into CollisionLink in the future.
    3. Click Complete User Information Update to complete the account-creation process.