User Profile/ Profile Settings Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Group Management

Arzoo Kiran — Tue, 16 Dec 2025 09:35:29 +0000

Release Date:- December 16th 2025

We have introduced a new enhancement under User Management. Admins now have the option to create a new group, choose how many users to include in that group, and restrict modules or specific features for those users.

Use Case: An Agency Admin wants to create a specific group and add users who specialize in a particular task or department—for example, Claims, Sales, or Marketing.

By grouping these users together, the admin can clearly segregate teams, avoid confusion, manage permissions more efficiently, and ensure that each group only sees and uses the tools relevant to their responsibilities.

To view the enhancement:

Go to Profile.
Click on User Management.

You are redirected to the User Management page.
Click on Add Group.

An Add Group panel appears.
As shown below, enter the preferred Group Name.
Click Save.

A success pop-up ‘Group Added Successfully’ appears.
As shown below, the Group Name added by the Admin is visible.
Click on Users (0) to add users of your choice.

You are redirected to the User Management page.
Click on Add User.

An Add User panel appears.
Select users by checking the box next to their names.
Click Update.

A success message ‘Users updated successfully’ appears.

To View and Manage Group Settings:

Navigate to Agency Groups.
As shown below, all information related to that Group will be displayed.
Click on Users (e.g;8) to view the added users.
As shown below, click on the three dots (⋮). A drop-down appears with options ranging from Edit to Delete.
Click on the Edit.

An Update Group panel appears.
Update the Group Name by preferred name.
Click Update.

A success message “Group updated successfully” appears.

Note: For every action performed from the drop-down, a success message appears accordingly.

Click Manage Module from the drop-down.
A Manage Module pop-up appears.
Uncheck the box beside any Module Name to restrict users in the group from accessing that module.
Click Update to save the settings.

Click Restriction from the drop-down.
A Restriction panel appears.
Switch off the toggle (e.g., Contact Delete → Notes) to restrict users from specific actions.
Click Update to save.

Click Delete from the drop-down.
A confirmation pop-up “Are you sure you want to delete this group?” appears.

Note: Agency Group restrictions and access will always override the restrictions assigned to the user in the Restrictions section under Configuration > Settings.

Agency Group Restrictions

User-Based Restrictions (Agents)

The post Group Management appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Restrict Multiple Sessions

Arshad Hussain — Mon, 25 Aug 2025 07:50:40 +0000

We have introduced a new security enhancement to improve account protection. With this update, if you log in to the InsuredMine website using the same credentials across multiple browsers or devices, a logout session notification will appear to safeguard your account.

Use Case: Suppose an agent logs into the InsuredMine website on their desktop browser (e.g., Chrome) and then logs in again using the same credentials on another device or browser (e.g., Firefox). In this scenario, a logout notification will appear on the earlier session, and it will automatically log out after a few seconds.

This ensures that the same account is not active in multiple sessions at once, preventing conflicting updates or miscommunication if two users try to work with the same credentials.

To View the Enhancement:

A notification will appear in the first browser or device: “Another session started. Logged out in 6 seconds.”

The first session you logged into will be automatically logged out after 6 seconds.

The post Restrict Multiple Sessions appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Manage Agent access while adding Agent

Avinash Barik — Sat, 19 Oct 2024 13:21:14 +0000

Earlier, the Admin had to manually add new agents and manage each agent’s access to other agents individually.But now, while adding a new agent, the Admin can manage agent’s access and decide which agents he wants to grant access to other agents while creating a new user then and there.

Use Case: Simplify Agent management by granting access during new agent setup, eliminating manual processes and enhancing collaboration by easily controlling permissions from the outset.

To View the Enhancement:

Click on the Profile Icon.
From the Drop-down, select User & Group Management.

Then, click on ‘Add User.’

While adding a user, this person will be assigned to the role .
Add all the mandatory user details.
Click Next.

Check the Producer box to give producer level access to the new user under admin view.

As an Admin, you have default access to all agents. The newly added agent will appear in the Manage Agent Access list, where you can select the agent and grant them access to other agents.
Click Next.

You can choose to configure either collectively for all items (Pipelines, workflow, checklist, Custom forms, and templates) or individually for each item to the new user.
Then click on Add Member.

You will get a success notification saying: User is added successfully.

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Password Update

InsuredMine — Thu, 07 Nov 2019 12:30:28 +0000

As part of our mutual commitment to data security and integrity, we would like to ask you to spend a few minutes and reset your password for InsuredMine. You may have left your password as the default password that was assigned to you at on-boarding. This is not a good practice and we discourage it.

Please follow these steps to reset your password:

Navigate to the Profile icon (Avatar)

Click on “Change Password”.

Enter the current password that you use to login to the portal.

Please Note: The password must contain
-at least one uppercase
-at least one lowercase
-one numeric value
-should be at least 8 characters long.

Example: InsuredMine1

After the above-mentioned steps, click “Change Password” to save your new password.

For further assistance, please feel free to get back to us at support@insuredmine.com

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