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
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...
