Access Manager (Old UI – V1)
In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using
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access
Lead Source and Download Reports Access Restrict
Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restriction Search for the agent
Pipeline Access for Agents
Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error
User Login
Insuredmine should have shared/emailed your login credentials with either the ADMIN of the agency or directly to the user. You’ll receive a temporary password to log in for the first time. If you don’t remember the ID – it is your work email address. For successful login ensure 3 things are correct.
