DTC Help

Log into the iPropector super admin dashboard at https://www.iprospector.app/admin/. If you need a login, contact Bytelion for assistance.

Choose the Customer menu item

Click Add New

Enter

1. Customer company name
2. URL for the iProspector portal – this will be combined to the format customer.iprospector.app
3. Do not check Agency Mode
4. Enter the email for the primary user – I use peri@apisproductions.com

Click Create Customer

1. The customer admins you created should receive an email that they can use to login to their dashboard. 
2. If the customer does not receive an email, ask them to look in their spam folders. 
3. The customer can reach the dashboard by entering customer.iprospector.app in their browser and using the email you entered for them in the customer setup to log in and reset their password.

In the customer details enter

1. Customer Admins – remove peri@apis and add the users that will control this iProspector dashboard
   1. Click Add New Agent
   2. First and last name
   3. Email address
   4. Igo username – enter the first initial, last name of the user
2. Choose the Primary color – controls the color of buttons and icons on the quotes
3. Upload a small (100×100) logo for the customer
4. Check Enable Abandoned if this customer wants to capture details from abandoned quoter sessions
5. Check Enable Health Rater if the quoter should display the health rater helper
6. Check Enable Needs Calculator if the quoter should display the needs analysis helper
7. Enter the iPipeline details – these are provided by iPipeline for this customer’s iPipeline and iGo accounts. The quoter pulls results from the customer’s iPipeline account and creates cases/provides case details using the iPipeline/iGo account using these settings
   1. GAID
   2. Client ID
   3. iPipeline mode – check UAT if the customer is  testing the system, enter Production if the user is ready to use the quoter and dashboard for actual results
   4. UAT and Production credentials
8. Check Enable iGo if this customer is using iGo for cases
9. Check Enable iGo SSO if this customer is using SSO to access iGo
10. If the user is not using SSO, enter the URL of the customer’s iGo dashboard so that the buttons on the iProspector dashboard can link to the correct iGo instead of SSO
11. Do not check Agency Mode
12. Leave the Partner Limit at 10. This is the allowed number of partners for a customer. Most are allowed 10. If the customer has special contract limits, enter the limit here
13. Enter the message that the customer will see if they try to create another partner when they have reached their limit
14. Click Update Customer
15. You should see a message that the customer is updated
16. Check the dashboard
    1. If there are any errors, the iPipeline GAID, Client ID, or credentials may be incorrect in the customer setup.
    2. Go to the Agents menu item, filter by customer, choose one of the admins you created
    3. Edit that Agent and click “login as agent” – make sure the dashboard displays
    4. Look at the Defaults and make sure that some carriers are listed – these are pulled using the GAID and Client ID you entered in the customer setup. If no carriers are displayed, there may be a problem with the GAID, Client ID, or credentials you entered for the customer
    5. Click the Active Cases button and make sure that the dashboard uses SSO or links to the URL you entered in the customer setup.

       Log into the iPropector super admin dashboard at https://www.iprospector.app/admin/. If you need a login, contact Bytelion for assistance.

        

       Choose the Customer menu item

       Click Add New

       Enter

       1. Customer company name
       2. URL for the iProspector portal – this will be combined to the format customer.iprospector.app
       3. Do not check Agency Mode
       4. Enter the email for the primary user – I use peri@apisproductions.com

       Click Create Customer

       1. The customer admins you created should receive an email that they can use to login to their dashboard. 
       2. If the customer does not receive an email, ask them to look in their spam folders. 
       3. The customer can reach the dashboard by entering customer.iprospector.app in their browser and using the email you entered for them in the customer setup to log in and reset their password.

        

       In the customer details enter

       1. Customer Admins – remove peri@apis and add the users that will control this iProspector dashboard
          1. Click Add New Agent
          2. First and last name
          3. Email address
          4. Igo username – enter the first initial, last name of the user
       2. Choose the Primary color – controls the color of buttons and icons on the quotes
       3. Upload a small (100×100) logo for the customer
       4. Check Enable Abandoned if this customer wants to capture details from abandoned quoter sessions
       5. Check Enable Health Rater if the quoter should display the health rater helper
       6. Check Enable Needs Calculator if the quoter should display the needs analysis helper
       7. Enter the iPipeline details – these are provided by iPipeline for this customer’s iPipeline and iGo accounts. The quoter pulls results from the customer’s iPipeline account and creates cases/provides case details using the iPipeline/iGo account using these settings
          1. GAID
          2. Client ID
          3. iPipeline mode – check UAT if the customer is  testing the system, enter Production if the user is ready to use the quoter and dashboard for actual results
          4. UAT and Production credentials
       8. Check Enable iGo if this customer is using iGo for cases
       9. Check Enable iGo SSO if this customer is using SSO to access iGo
       10. If the user is not using SSO, enter the URL of the customer’s iGo dashboard so that the buttons on the iProspector dashboard can link to the correct iGo instead of SSO
       11. Do not check Agency Mode
       12. Leave the Partner Limit at 10. This is the allowed number of partners for a customer. Most are allowed 10. If the customer has special contract limits, enter the limit here
       13. Enter the message that the customer will see if they try to create another partner when they have reached their limit
       14. Click Update Customer
       15. You should see a message that the customer is updated
       16. Check the dashboard
           1. If there are any errors, the iPipeline GAID, Client ID, or credentials may be incorrect in the customer setup.
           2. Go to the Agents menu item, filter by customer, choose one of the admins you created
           3. Edit that Agent and click “login as agent” – make sure the dashboard displays
           4. Look at the Defaults and make sure that some carriers are listed – these are pulled using the GAID and Client ID you entered in the customer setup. If no carriers are displayed, there may be a problem with the GAID, Client ID, or credentials you entered for the customer
           5. Click the Active Cases button and make sure that the dashboard uses SSO or links to the URL you entered in the customer setup.