In this article, you will learn:
Process to Add, Edit, Delete or Remap Agent
Now admin can add, edit or delete agents from the InsuredMine portal. He can also remap the agent data to some of the agent accounts that are already saved in the portal.
Note: This functionality can be performed by Admin only.
How to Add a Member?
- Navigate to the Account icon
- Click on Settings
- Click on Members
- Click on Add Member button
- A panel will open to add member
- Select the Role-Admin, Manager, CSR or Agent
- Fill in the other details-Â Full name, phone, Cell Phone and log in Email
- Click on Add Member.
- Once done you will get a success notification saying:Â Agent added successfully.
‘Agent adding notification’ to the Agent
- An email will be generated to the agent, mentioning all the details of the agent.
- In the same email the agent will also get the option to set a password and sign in.
- Once the agent clicks on the reset password button, he will be redirected to the reset password page
- Once the password is set, he will get a success notification aligned with the login button.
How to change the role and edit other details of a member?
- Navigate to the Account icon
- Click on Settings
- Click on Members
- Select the member whose role you want to change and whose details you want to edit.
- Click on 3 dots and select edit in the extreme right of the agent’s name
- A panel will open to edit the details of the agent
- Once edited click on submit.
- You will get a success notification saying:Â Agent details updated successfully.
How to delete a member's details?
Use Case: Now you can map the data while deleting an agent details. You can map the agent’s data to any other existing agent profile. Or you can also map the data to a new agent or simply delete the agent.
- Navigate to the Account icon
- Click on Settings
- Click on Members
- Select the member whose role you want to change and whom you want to delete.
- Click on 3 dots and select delete in the extreme right of the agent’s name
- A panel will open to delete the agent
- If you want to map the agents data to any existing agent’s profile, then click on the drop down to select the agent’s name.
- You can also map to any of the other existing agent or keep the data unaltered and delete the agent. ( for this, if you want to map the selected agent’s data to a new agent, a popup will open to create a new agent where you need to create new agent to map the data with the profile)
- Once edited click on confirm.
- You will get a success notification saying:Â Agent is deleted successfully.
How to Manage Access for Members?
·        Navigate to the Account icon
·        Click on Settings
·        Click on Members
·        Select the member for whom you want to manage access
·        Click on 3 dots and select manage access.
·        Click on save.
·        Select the agent for whose account you want to access and manage. Â
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