Producer User Guide
What you should know before you start
About the Producer Portal
Main Menu and Icons
Getting Started
My Account
Setting up your account
Managing my account
Changing your password
Managing your producer accounts
Moving accounts from another user
Updating profile information
Updating email address
Change Producer
Producer Details
Editing producer details
Contacts
Adding new contact
Deleting contact
Viewing contact
Editing contact details
Creating portal access
Editing portal access
Editing designations
Messages
Alerts
My Alerts
Managing my alerts
Producer Statement Alert
Quality Alert
Managing quality alert
Cumulative Position Alert
Manage Cumulative Position alert
Quota Management Alert
Pickup Alert
Quota Exchange Alert
Transfer Request Alert
Credit Bulletin Alert
Log Off
Log On
Producer Dashboard
Statements Information
Viewing statements
Pickups Information
Exporting pickups
Quality Information
Components
Exporting component results
Special Quality
Exporting quality results
Official Results
Exporting offical results
Progressive Penalty Results
Exporting progressive penalty results
Quota Information
Worksheets
Adding projection to worksheet
Exporting Quota Management Worksheet
Transfers
Credit Bulletin Board
Managing credit bulletin board
Credit Transfer Requests
Managing credit transfer requests
Viewing credit transfer requests
Lease Transfer Requests
Managing lease transfer requests
Viewing lease transfer requests
Quota Exchange
Adding a new quota bid or offer
Editing bid or offer
Visualization
Records Information
Documents
Searching producer documents
Viewing or downloading producer document
Reports
Exporting producer reports
Board Information
Board Events
Board Documents
Searching board documents
Reference Material
Producer Permission Roles
Quality Types