Download a list of enrolled users

Downloading a list of enrolled users gives you a spreadsheet of all enrolled users in the Policyholder portal. The spreadsheet contains more details than what is provided in the Enrolled Users dashboard.

To download a list of enrolled users:

  1. Go to the Enrolled Users dashboard.
  2. Select Download Enrolled User List. 
  3. Open the downloaded .xls spreadsheet.

The .xls spreadsheet contains several columns, including:

  • Name: Enrolled user’s name.
  • User Login: Enrolled user’s login name.
  • Preferred Language:  Spanish or English based on the language selected by the insured for the app.
  • Registration Date: The date that the user registered, formatted MM/DD/YYYY.
  • E-Delivery: Indicates whether an enrolled user has opted in for E-Delivery. Yes means the user has elected to receive paperless communication. No means the user wants hard copies of their documents.
  • Emails: Confirmed emails only will display in this column. The word confirmed: will appear prior to each confirmed email. No data will display if the user didn’t confirm their email. Email confirmation is important to ensure successful E-Delivery.
  • Phone: Phone numbers in BriteCore.
  • eDelivery: Indicates whether an enrolled user has opted in for E-Delivery. Yes means the user has elected to receive paperless communication. No means the user would like to receive hard copies of their documents.
  • Emails confirmed:  A number will indicate how many emails were confirmed out of how many the account has (for example, 1 of 2 means 1 out of 2 emails were confirmed).
  • Link to BriteCore Profile.