Complaints e-Book

6. Enter the required information for the individual at the company who you would normally contact for complaints purposes. 7. Click Create New User .

Note: The newly created user receives an email from Okta instructing him/her to activate an Okta account. The user should refer to the User Enrollment and Account Setup articles for more information. As an agency user of the enrolling agency that initiated company user enrollment, you can send a quick reminder notification to the company to complete enrollment if they do not respond to the email from Okta by clicking the Send Reminder icon. Once the company completes the enrollment and assignment processes, you will receive a notification of completion.

Need more help? Contact the Regulatory User Group at 1-800-699-0911 or by email at rug@csbs.org.

Updated: 1/22/2021

Made with FlippingBook - professional solution for displaying marketing and sales documents online