TDIC Staff & Component Access Overview

All gated content on the website is only available to end-users who are active policyholders. Policyholder status is validated at sign-up in AMP and is regularly validated in B2C through a connection to UAA/Guidewire. When an end-user registers for an account on the website, they will go through the AMP B2C and Policyholder status verification process. This will require the user to be an active policyholder to get back to the website. This creates a limitation for Staff and Component Staff that TDIC/CDA would like to grant access to gated content. We’ve therefore implemented a few processes that allow us to work around the gated content access requirements.

DNN Role - Internal

A new role group in DNN has been created that will not sync with B2C when a user logs in. This allows us to assign users to these roles and allows the user to log in using the typical user login flow (B2C). Within this role group, we will be able to store a variety of roles related to other functionality, like site administrators who can edit the website. For this purpose we will specifically look at access to gated content. Access to gated content for TDIC Staff and Component Staff is made available by assigning users to the role Staff-Component. Once a user is assigned to this role, they will be able to access gated content typically reserved for active policyholders.

Open

Steps to Request Access (for TDIC Staff)

1. Visit the TDIC website (https://tdicinsurance.com)

2. From the main menu, click “My Account”

3. From the drop-down, click “Register”

4. Go through the ENTIRE registration flow below
   a. Enter to CDA or TDIC email address and click "Send verification code"
   b. Once you receive the verification code in your email, key it in and select "Verify code"
   c. Key in First Name
   d. Key in Last Name
   e. Key in Password
   f. Key in Confirm Password
   g. Click Create Account
   h. Key in valid Phone Number
   i. Click Send Code
   j. Receive verification code at provided phone number
   k. Key in verification code
   l. You will be redirected to the AMP/Portal Account Verification Page, asking for a Policy Number Verification. At this time, return to the TDIC Website (http://tdicinsurance.com)

5. From the Main menu, click “My Account”

6. From the drop-down, Click “Sign In”

7. You will be redirected back to the website, logged in.

8. Contact CDA/TDIC IT to request Staff/Component Access to gated content
   a. Email: alexis.kahn@cda.org
   b. Subject: Request for Staff/Component Access to gated content

Steps to Grant Access

Once a user has made it through the above steps, they should be logged into the DNN website as a Registered User. They will however not be registered as a Policyholder or have access to gated content. To solve this we need to grant them the Staff-Component Role in DNN.

1. Log into the DNN website as an administrator

2. From the Persona Bar, hover over the wrench icon and click Users.

3. Search for the user based on the provided email address

4. Click the shield icon on the right-hand side

5. Key in “Staff” and the role Staff-Component should appear, click it.

6. Click “Add” on the right, and the user will be granted this role.