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...
Feb 26, 2019 | Account - Your Business Profiles, Business - Managing People
Adding an employee Make sure that you’re in business mode Go to My Employees Click on “add user” on the right side of your screen Employee setup Add your employee’s email Set their permission level If your employee already has a personal...
