Employee Commissions Announcement
Announcement time! Employee Commissions is now available. How Employee Commission works * Create Roles and assign them to your employees/platform users in the admin module. * Create the Commission Agreements. * Assign the Commission Agreements to your employee/platform user’s profile. * Assign policy sales …
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…
Batch update - Employee Setup
Batch update function in admin - Employee Setup This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. For example, if you wanted to add a Permission (give a group access to black module) or Role (give a group the Role of …
Batch Update - Policy Roles
Batch update function in admin - bond Policy Roles This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. So, for example, if you wanted to add an insurance broker and a CSR to each customer in bond, so that if that customer …
Add New Employee and Employee Set Up features
Add a new employee in the admin module The digital champion (or another user with admin permission) is the only user who can add a New User. Here is a flow of how to do that: * Select the admin module. * From the admin panel - select Employee Set up, as appears here: * The next page opens and shows th…
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…
