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Screen 1

  1. Once logged in to the State Farm B2B website, click on the My Account Tab at the top of the window.
  2. Click the Administrators link at the top of the page and verify you are on the Search/Manage Existing Users page.
  3. Enter user search criteria and click the Search button.
    • When searching for user accounts within your business, you are required to enter a user’s last name or a user’s ID before submitting the search. If you would like to narrow your search results you can enter more than one search criteria in addition to Last Name or User ID.
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Screen 2

  1. The user’s information is displayed. The Next button will display the next set of results, if necessary.
  2. Clicking on the E-mail address link will open the default e-mail application on your workstation to allow you to send an e-mail to that user.
  3. Results can be sorted by clicking on the column headers (Full Name, User ID, Telephone Number, E-mail Address, User Type, Status, Zip/Postal Code). Clicking on the Full Name column header will sort the list ascending (A-Z) by name (the arrow next to Full Name will point down).  Clicking Full Name again will sort descending (Z-A) by name (the arrow next to Full Name will point up).  When sorting, all user information is re-ordered according to the column clicked.
  4. Click on the user name link to view specific details about the user.
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Screen 3

  1. Once you have clicked on the user’s name on the search results screen, you will be taken to the user details screen. To update user information, click the Update button.
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Screen 4

  1. E-mail address -- enter the correct E-mail address, then re-enter the address in the Re-enter E-mail address field (copy and paste of the E-mail address is not allowed)
  2. Rights -- Click the Non-Administrator or Administrator radio button
    • If you select “Administrator” for the new user’s rights, you are giving the new user the ability to also manage other user accounts within your business. If the new user should not be able to manage other user accounts within your business, you should select the “Non-Administrator” button.
  3. Roles -- Select the appropriate role(s) to assign to the user and click the Add button
    • The roles associated to the users account determine which secured applications the user has access to. If you remove a role, you may be eliminating the user's need to get to an application.
  4. The Enablement date indicates the date a user was added through the account management application.
  5. The Registration date indicates the date a user logged into the State Farm B2B website and completed the registration process. If the user has an enablement date but no registration date, this means that the user has been issued a temporary ID and password and can register on the State Farm B2B website. If the user does not register within 90 days of their enablement date, the user's account will be disabled.
  6. Click the Save button.
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Screen 5

  1. You will be navigated to the User Details page (read only) to view the updates.
    At the top of the screen, there is a Status field. The possible statuses are:
    • Active - A status of Active means that the user either has a registered ID and password or an unregistered ID and password that can be used to log into the B2B website. If the active user has a registration date, this means that the user has a permanent ID and password that can be used to log into the B2B website to access secured applications. If the user does not have a registration date, the user has been assigned a temporary ID and password, but has not registered the account. The user will have 90 days after their enablement date to register the account. If they do not register within 90 days, the account will be disabled.
    • Disabled - The user has a B2B account, but the account has been disabled. The user will not be able to use the ID and password associated to the B2B account until the user has their administrator re-enable their account.
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