Add a user
Users are individuals you authorize to help administer your company’s business. Each user account is associated to an email address, and there can only be one email address per user.
Quick tip! We recommend you add a team member in an Accounts role to create client invoices and manage payment of premium prior to the payment due date.
To add a user:
- select Manage User under the Admin option on the menu bar
- select Create New User
- enter your colleague's contact information
- select the user role from the list
- if the user is a broker, identify the insurance product(s) you are enabling them to distribute
Quick tip! It is recommended you review commission reduction and producer commission options for quoted risks with new broker users.