Adding Contacts & Users

What is the Difference?

User - A user is a person with an ID and password that allows them to log into and utilize SERFF.

Contact - A contact is the name, address, and other demographic information added to a filing. This is generally the person whom the state should contact regarding the filing when communication is outside of SERFF.

Setting up a User in SERFF

Users must be set up by the SERFF Help Desk. Requests for user updates, additions and deactivations must be submitted via the appropriate User Admin request form (found on the Settings tab). These forms generate an email to the SERFF Help Desk so changes are not effective immediately. An email will be sent by the SERFF Help Desk once the changes are complete.

• If you are requesting user role updates, only check or uncheck the roles that are changing. Leave everything else as it is.
• The User dropdown on the deactivation and update forms is for the user to whom you wish to make changes (not your account).

Setting up a Contact in SERFF

Contacts may be created and maintained by a Configuration Manager. To set up a contact, click on the Settings tab, then the Contacts link. You can search for existing contacts or add a contact here. When adding a contact, all the fields with a red asterisk (*) are required. Once entered here, the contact name will be available for selection on draft filings. Users who do not see the "Add Contact" button are not Configuration Managers. Find a Configuration Manager for your instance or contact the SERFF Help Desk for assistance.