InsuredMine CRM | Optimize and Grow Your Insurance Agency

Account delete restriction

The latest update includes a new feature within the “Restrictions” section that allows users to designate specific agents with permission to delete an account.

Use Case: This feature can prevent accidental or unauthorized deletions, maintain accountability within the team, and streamline the management of account deletion requests while upholding security and compliance standards.

Navigation:

  1. Go to settings.
  2. Proceed to configuration.
  3. Click on Restrictions.

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