Mar 9, 2019 | Account - Your Business Profiles, Account - Your Personal Profile, Business - Managing People
How do I change my password?From the Jump Panel select settingsEnter your current passwordEnter your new passwordSelect update my password to confirm your edit What if I’ve forgotten my current password?Log out of your account from the account listFrom the sign-in...
Mar 8, 2019 | Account - Your Business Profiles, Business - Managing People
From the main drop-down select a producer (also available from the Jump Panel; Producer)Search for and select a producerSelect the Request Access action icon (person with plus sign) Set the requested privileges (owner, manager, assistant)Select Send...
Mar 7, 2019 | Account - Your Business Profiles, Business - Managing People
How do I add my partner or spouse as a second owner for our business? Make sure that you’re in your business profile Go to Find my employees Add your user 3. Click Add user on the right side of your screen Name and Owner Permission Level4. A window...
Mar 7, 2019 | Account - Your Business Profiles, Business - Managing People
Changing my employee’s permissions Make sure that you are in your business profile Go to Find My Employee Changing my employee’s permissions 3. Go to your employee’s name and simply change the pulldown menu to set the permission level...
Feb 26, 2019 | Account - Your Business Profiles, Business - Managing People
While in your business account profileFrom the main drop-down select my employeesSelect the + add employee button on the right side of the screenAdd the employee’s email addressSet their administrative level (owner, manager, assistant)Select Add button to...
