InsuredMine CRM | Optimize and Grow Your Insurance Agency

Disable all Restrictions

You can enable or disable restrictions for any module access for all agents at a time. 

This restriction will be available for Contact Delete, Dealcard Delete, Templates, Lead Source, Download, Checklist, Policy, Tags, Labels, and Notes

 

To view the enhancement:

  • Navigate to Settings Module

  • Click on Restrictions

  • Move the toggle bar to enable or disable the module access for all the agents at a time

 

 

For example: If you disable the contact delete access button, access will get revoked for all agents and you will be notified of the change.

 

And if you enable the access, you will get a message saying: Contacts delete access is granted successfully to All Agents.

 

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