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. If the Enrolled Users dashboard contains less than 1000 enrolled users, the Download enrolled users button displays. 
    1. Select the button to download a copy of the report. 
    2. Open the downloaded .xls spreadsheet.
  3. If the Enrolled Users dashboard contains more than 1000 enrolled users, the Send Enrolled Users List via Email button displays. 

    1. Select the Send Enrolled Users List via Email button.
    2. A dialog box displays prompting you to Enter your email address. 
    3. An email of the report will be sent as the report is generated. 

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.