InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign delete restriction

Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete an eSignature document.

Benefit: Help the administrators manage deleting documents sent for eSignature within the eSignature module.

Navigation :

  • Navigate to the Settings module. Click on the Restrictions section.
  • Scroll down to the Agent Account restrictions.
  • Scroll to the left to view the eSign Delete column.
  • Toggle the button to the agent you want to restrict the delete option in the eSignature module.

 

 

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