Restricting a Download Package
You can restrict access to a download package in the Producer Portal to the users of designated accounts. Download packages are not restricted by default. When you restrict access to a download package, you use a search function to locate and identify the account to which you want to permit or deny download package access.
Note:When no accounts are listed a download package’s Restrict Download Package page, access to the download package is not restricted. See About Download Package Restrictions for more information about how the restriction process works.
To set download package restrictions
| 1. | On the View Download Package page, click Edit > Restrict. This link opens the Restrict Download Package page. |
| 2. | Type search criteria and click Search Accounts. The Producer Portal opens the Find an Account page in a pop-up window. This page shows a list of accounts that match your search criteria. |
| 3. | On the Find an Account page, click Restrict Allow or Restrict Deny for an account. |
| • | If you choose Restrict Allow, only the accounts you choose are permitted to access the download package. |
| • | If you choose Restrict Deny, the accounts you choose are expressly denied access to the download package. |
The Producer Portal closes the Find an Account window and returns to the Restrict Download Package page.
The Restrict Download Package page shows the account you chose in the Accounts Restricted to Download Package list.
Tip:To remove an account from the Accounts Restricted to Package list, select the account’s check box in the Remove this Account column and then click Remove Selected Accounts.
See Also
Restricting a Download Package