What is a Third Party/Servicing Agency?

A Third Party/Servicing Agency Administrator, for the purposes of eAppoint, is considered one of the following:

• A separate entity managing appointments and exchanges of business on behalf of an appointing entity. An appointing entity can have multiple Third Party/Servicing Agency Administrators, each set up with individual permissions. For example, an appointing entity may select one Third Party/Servicing Agency Administrator to handle appointment renewals and another to manage the issuing of new appointments.

• A branch or satellite office of a larger company. For instance, a large company with multiple office locations may set up Third Party/Servicing Agency Administrator accounts for each branch or satellite office of the company. Keep in mind that the first location that registers with eAppoint would be responsible for setting up the other branches/satellite offices as Third Party/Servicing Agency Administrators within their account.

Accessing the Maintain Third Party/Servicing Agency Accounts Screen

Clicking the Maintain third parties/Servicing Agencies button on the My Account Screen will display the screen shown below. This initial maintenance screen includes a table listing each of your Third Party/Servicing Agency Administrators and a set of button beneath the table for maintaining them.

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Adding a Third Party/Servicing Agency Account

Click Add on the Modify Third Party/Servicing Agency Account Screen to begin adding a Third Party/Servicing Agency to your account. eAppoint will display the screen shown below to add the Third Party/Servicing Agency Account. Each Third Party/Servicing Agency Account must be associated with an existing I-Portal account. Third Parties/Servicing agencies use the same logon information for both the I-Portal and for eAppoint. To authorize a Third Party/Servicing Agency to complete business on your behalf, you should enter his or her email address in the field provided. The email address you enter must be identical to the email address used in creating the Third Party's/Servicing Agency's I-Portal account.

If eAppoint finds that the email address you have entered corresponds to a valid I-Portal account, it will display the screen below to verify that is has found the appropriate entity. If eAppoint cannot find the email address you have submitted you will need to contact the Third Party/Servicing Agency regarding his or her I-Portal account. If he or she does not have an I-Portal account, one can be created. For more information about creating an I-Portal account, click here.

eAppoint provides the screen below for you to indicate which privileges the new Third Party/Servicing Agency should have. This screen also provides a text box for you to provide an Account Nickname for the Third Party/Servicing Agency. Clicking within the boxes to the left of each permission will add a check to the box. A checkmark in the box beside a permission indicates the Third Party/Servicing Agency has the authority to perform that task on your behalf. Clicking within the box a second time will remove the checkmark you have added.

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Modifying a Third Party/Servicing Agency Account

To begin modifying a Third Party Account, you must first select the account you wish to modify. Clicking within the circle beside a Third Party/Servicing Agency Account will select the account.

After selecting an account to modify, click Modify. eAppoint will display the screen shown below to modify the Third Party/Servicing Agency Account. eAppoint permits you to modify the permissions assigned to the Third Party/Servicing Agency Account and change the nickname associated with the account. To change the Account Nickname, click within the text box and make any necessary edits. Altering the permissions assigned to the Third Party/Servicing Agency Account can be completed by clicking within the boxes to the left of each permission. A checkmark in the box beside a permission indicates the Third Party/Servicing Agency has the authority to perform that task on your behalf. Clicking within the box will add or remove the checkmark.

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Removing a Third Party/Servicing Agency Account

To begin the removal of a Third Party/Servicing Agency Account, you must first select the account you wish to delete. Clicking within the circle beside a Third Party/Servicing Agency Account will select the account.

After selecting an account to remove, click Remove. eAppoint will display the screen shown below to verify that you have selected the Third Party/Servicing Agency Account you wish to delete. As explained on the Remove Third Party Account Screen, eAppoint will not delete filings created by the Third Party/Servicing Agency upon deletion of the account. Instead, the Third Party will no longer have access to filings related to your company.

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