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
InsuredMine is SOC 2
Type II Certified
Admin
Team Performance: Dashboard (Admin Access)
This widget is provided to track the goals set & status for the selected month. You can view the goals of your team members that
Admin Account Set up – 6 Steps
In this article, you will learn: 1. Access Manager 2. Dealboard 3. Dashboard 4. Consolidated data view 5. Explore Texting 6. Learn About Team Reporting
