Within the Agency Management section, the Branding Assignments tab allows you to give your sub-users access to one or more of your brands. This is important since all consumers enter the system attached to a particular brand profile. If you want an agent in your downline to have access to that consumer in any capacity (lead distribution, for example), they will first need to be assigned to that consumer's brand.

NOTE: Looking to reassign an Agent of Record/assigned agent/manager on a case? The new agent must have access to that consumer's brand profile. If the agent does not have access to the appropriate brand profile, he or she will not appear in the dropdown menu of available agents relative to that consumer. Click here for more information on changing the Agent of Record/Agent Assigned/Manager on a case.

Jump to a section:

Assign a User to a Brand
Remove a User from a Brand
Troubleshooting


Assign a User to a Brand

Go to Agency Management/Branding Assignments.

Agent of Record: Self

Start typing in the name of the Insureio user you want to add to a brand profile. Select the appropriate user from the matching results. You'll see the number to the right of the search field change from 0 to 1. If you want to add multiple agents to a single brand profile, repeat this step for every agent you want to add.

Agent of Record: Self

Start typing in the name of the brand profile you want to add your agent(s) to. Select the appropriate brand from the matching results. You'll see the number to the right of the search field change from 0 to 1. If you want to add the selected agents to multiple brand profiles, repeat this step for every brand you want to add them to.

You'll see the user name(s) and brand name(s) paired beneath the selection fields. Tick the checkbox beneath the brand name for every agent you want to add to that brand. Then click Save Changes.

Agent of Record: Self

Remove a User from a Brand

In a nutshell, we're going to repeat the steps above - except this time, we uncheck the sub-user's access to a brand and save. Keep the following in mind:

What happens to that sub-user's open cases? If you remove a sub-user's access to a brand, he or she will still have access to:

(1) cases assigned to them through that brand that are not complete

(2) open tasks assigned to them. If that sub-user has a case with no open tasks or additional follow-ups, the sub-user will lose access to that case.

Go to Agency Management/Branding Assignments.

Agent of Record: Self

Start typing in the name of the Insureio user you want to remove from a brand profile. Select the appropriate user from the matching results. You'll see the number to the right of the search field change from 0 to 1. If you want to remove multiple agents from a single brand profile, repeat this step for every agent you want to remove.

Agent of Record: Self

Start typing in the name of the brand profile you want to remove your agents from. Select the appropriate brand from the matching results. You'll see the number to the right of the search field change from 0 to 1. If you want to remove the selected agents to multiple brand profiles, repeat this step for every brand you want to remove them from.

You'll see the user name(s) and brand name(s) paired beneath the selection fields. Uncheck the box beneath the brand name for every agent you want to remove from that brand. Then click Save Changes.

Agent of Record: Self

Troubleshooting

Having trouble assigning a user to a brand? It's possible the right permissions aren't set in either your account or your user's. Check to make sure both your accounts allow multiple brand profiles.

  • To give yourself (the agency manager) this permission, look in the Agency Management Display permission set on the right-hand side of the Permissions tab. Find the Branding Profiles section. Make sure Multiple Branding Profiles is checked.
    Permission setting: Multiple Branding Profiles
  • To give your agent/sub-user this permission, look in the My Account permission set on the left-hand side of the Permissions tab. Find the Branding Profiles section. Make sure Multiple Branding Profiles is checked.
    Permission setting: Multiple Branding Profiles