The Agency Management section allows you to view and manage your users and sub-users, called "descendants." To find this screen, use the left-hand navigation menu. Hover your mouse over Agency Management and click Users.
If you subscribed at the Agency Management level, you have the ability to create an agency hierarchy with permissions management, agent recruiting, and sub-agency management capabilities.
Basic Navigation. Any sub-users you have in your agency hierarchy will be listed in your Users tab. The number in parentheses to the right of their name indicates how many descendant users they have. Click any user's name to toggle their list of sub-users on or off. The icons to the right of the user's name allow you to manage that user's role. Hover your mouse over an icon to see a tool tip that reminds you what the icon does. From left to right, these icons represent:
- Manage This User
- Support Staff Assignment
- Change Lineage
- New Child/Group
- Delete This User
Now, let's look at what you can do using each of these functions:
Manage This User. This link takes you to a user’s Personal tab, where you can view their contact information (as well as their branding, licensing, and contracting).
Impersonation. Use this to view and navigate the Insureio environment as a different user. Once you click the icon, you'll see the name and user ID number in the upper-right corner of your screen change. You're still logged in - but now you're seeing and moving through Insureio as if you were a different user, with that user's abilities and permissions in the system. To stop impersonating a user, click their name in the upper-right hand corner of your screen and select "End impersonation." You'll see the name and user ID number change back to yours.
- Why impersonate? This can be useful for troubleshooting or training purposes - as an agency manager, you can impersonate one of your agents and walk them through submitting a case in Insureio. Because you may have more permissions, options, and confidential clients notes available to you, your Insureio environment may not be ideal for training purposes.
Support Staff Assignment. This link takes you to the Staff Assignments section of a user's profile. You'll see 7 roles listed by default. You can assign any of these roles to a member of your team. Click the dropdown arrow and start typing a user name into the search box. Insureio will bring up all sub-users who match that query. Select the user you want to assign to that role and click Save Staff Assignments.
Change Lineage. Use this to move the user into another group or subgroup, if needed. When you hover over the icon, you'll see a four-pointed arrow cursor. Click your mouse and drag that cursor to move the user into a different group or subgroup. As you move the user, a dotted red line will track your movement. Position that red line directly underneath the name of group that user should be in. Release your mouse. Insureio will ask you if you are sure you want to move that user. (The pop-up message will say, "Are you sure you want to reassign lineage of the selected downline?") Click OK or Cancel. If you try to move a user to a different location within the same group, Insureio will give you an error message in a pop-up - it's telling you that user will not be moved since they were already in that group. Click OK to dismiss the message.
New Child/Group. Use this to create a new descendant in your agency's lineage or to create a new group that will house a number of descendants in your agency's lineage. You'll want to create a new descendant for every agent who will need to use Insureio while working in your agency. If a user does not have the appropriate subscription level or permissions, this option won't be available. Instead of the down-arrow icon, you'll see a blank-face icon.
- Adding a new user: Click the down-arrow icon to the right of your name. When you click it, a data-entry window will appear. Fill in the details required to create a new Insureio user: full name, status, login, password, email address(es), personal notes, company, work address, mailing address, and phone number(s). Click the blue "Create" button to finish and save. To exit without creating a new child or group, click the "x" in the top right of the data-entry window.
Delete. Click the trash can icon to delete a user.