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Account Administration
User and record management, agency profiles, and staffing activity reports.
Managing Company Users
Create, remove, and administer users for your company, including third-party uers.
Creating and Removing Third-Party Users
The third-party user role can be assigned to a user that the company enlists for assistance with the SA (e.g., outside counsel, contractors, or consultants).
Creating Third-Party Users
The third-party user can hold the company lead or contributor role on a Supervisory Activity. This user is granted detail-level-access to only those SAs on which he or she is a participant.

Account Administration
User and record management, agency profiles, and staffing activity reports.
- Managing Agency User Accounts
  Creating and managing user accounts, tracking user activity and workload, and managing the agency profile.
- Managing Company Users
  Create, remove, and administer users for your company, including third-party uers.
  - Creating and Removing Company Users
    The SES account administrator for your company is responsible for creating and removing users from your company's SES account. After creating a new account for a user, that user will need to complete Okta® activation for SSO.
  - Creating and Removing Third-Party Users
    The third-party user role can be assigned to a user that the company enlists for assistance with the SA (e.g., outside counsel, contractors, or consultants).
    - Creating Third-Party Users
      The third-party user can hold the company lead or contributor role on a Supervisory Activity. This user is granted detail-level-access to only those SAs on which he or she is a participant.
    - Removing Third-Party Users
      A Third Party User is automatically removed from the Supervisory Activity when it is closed or when the last of the Matters Requiring Attention (MRA) is closed. However, you can remove a third-party user at any time, unless the third-party user is the company lead on a Supervisory Activity
    - Converting a Company User to a Third Party User
      How to remove an existing company user from your company’s record and reactivate them as a third party user type.
  - Managing Company User Accounts
    The Manage Users page includes the following actions: updating the user profile, updating roles and groups, resetting user passwords and unlocking user accounts.
  - Managing Company Email Domains
    You can manage the email domains associated with your company in SES. The system verifies your agency’s users’ information against the email domain entered in this section.
  - Assigning Company Contacts
    An SES Supervisory Activities (SA) contact and Complaints contact must be assigned.

Creating Third-Party Users

The third-party user can hold the company lead or contributor role on a Supervisory Activity. This user is granted detail-level-access to only those SAs on which he or she is a participant.

About this task

See the System Third-Party Users policy for complete information on Third Party Users in SES.

Procedure

Click Manage Users on the homepage.
Click Third Party Users.
Click Create Third Party User in the top right.
Complete the user information fields and assign the Third-Party role.
Click Create New User.
Optional: Upload an applicable confidentiality agreement associated with the Third Party user.

Note: The confidentiality agreement is visible to the EIC, any team leads from participating agencies on a multi-state SA, and the company lead for the SA on the Participants page.

Results

Two emails are sent to the third-party user to set up his or her account in SES, similar to the company account setup process. See Logging in to SES for the First Time for detailed steps on the account setup process.

New users must verify that they are affiliated with the a company before getting access to the system. As a part of this process, third party users can identify their association to your company as a part of their SES profile (e.g., law firm, audit firm, accounting firm, etc.).

If the new user rejects the company association request, the onboarding process ends and the agency receives a notification of the rejection.

Need More Help?

Agency users, please visit the Secure Portal for phone and email contacts.
Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.