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Configuration

All information about a Configuration

User Management

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Access Manager (Old UI – V1)

In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using

Manager Access with limited number of Agents

Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to

Users, Roles, and Access

In this article, you will learn: Data Access to all agents (On Request) Edit Access – Report, Deal card, Template, Contact InsuredMine Agency Portal user

Deactive agent with reasons

Description: The new feature has been added where when we are deactivating any agent then we will get an option to add the reasons for

Restrict Edit/Delete Notes

Admin can restrict edit or delete notes action for selected agents. To view the enhancement: Navigate to settings Click on restrictions Scroll to

Restriction: Bulk action – Pipeline, Contact, Tasklist

The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action

Policy delete restriction

Managing policy data is easier by providing restricted access for deleting policy information. The admin can control access for making changes, deleting, canceling, or reactivating

eSign delete restriction

Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete

Lead Source and Download Reports Access Restrict

Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restriction Search for the agent

Tags and Labels Restrictions for Agents

Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions Move

Disable all Restrictions

You can enable or disable restrictions for any module access for all agents at a time. This restriction will be available for Contact Delete, Dealcard

Email

support@insuredmine.com
(available 24/7)

Phone

+1 469 616 1821
(Business hours 9 AM – 5 PM)

Our Location

3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080

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