InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 in the pipeline module.

Process:

  • Click on Profile Settings and choose Settings.

  • Navigate to Users and click on Add user.

  • While adding an agent, select or deselect the pipelines whose access is given or denied to the respective agent.
  • The agent will only be able to select the pipelines for which the access is given. 

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