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Policy Roles - Inactivate a Role
If you no longer wish to use a Role you can make it Inactive. (See the article, Roles, for how to set them up). * First, in admin, go to Nude Setup and Roles. * Select the role that you wish to make Inactive, for our example, lets pick Accountant. * When you select the Actions Icon (3 dots), the sub menu prese…
Batch Upload Users
Batch Upload User is a feature that will allow the batch upload of a list of employees, so that additional employees can be added with more ease. This is possible by completing a spreadsheet in a prescribed format, which is provided in this feature. Permissions As this is a feature that is available in the a…
Roles
Permissions for the use of Roles * There may be icons in these instructions that may not appear in your platform. * You can only set Roles if you are the Digital Champion or have the correct permissions. * There is also a section on Roles in the Batch Update article if you are wanting to perform an update to Ro…
Commission Agreements
Digital Champions (or those with the commission admin permissions) will be able create Commission Agreements. Once the Commission Agreement is set up, you will then be able to go to your Employee list in Employee Setup and add a Commission Agreement to a User profile. You must also assign a Role to that User. With…
Policy Type Visibility and Provinces in admin
This section in admin allows you do to take control of some of the platform such as add policy types, control how and the visibility of different policy types, add and set reminders for your Provincial Licensing Information. You will only be able to access these functions if you are the digital champion or have th…
Manual Product - Initial setup process
Manual products do not have an API (Application Programming Interface) meaning that it does NOT communicate or exchange any data with the insurer. Hence the term 'Manual'. Here is the process for the set up of this facility: Step One : Insurer Setup * Submit a support ticket to request your specific li…
