Note: This article applies to agencies without integrations or agencies with integrations that want to make a short term assignment change. If an agency with integrations wants to make a long term change, please add or remove agents within your agency management system. Afterwards, press the “Sync from …” within your Client’s account and it will synchronize accordingly.
What is it?
Adding or Removing Assigned Agents in either the “Manage Account” tab or directly from the right-hand navigation bar.
Benefits of the Feature:
It is crucial for the right team members to have access to an account so the team can collaborate to complete client applications and exposure data. By adding assigned agents, team members can receive email notifications when clients complete an activity such as signing an application. Agents can also send messages on other team member’s behalf by using the “Send to Client” feature.
How to Use the Feature:
To add or remove an agent, navigate to the client page and click on the pencil icon in the right-hand information bar when you hover over the section you would like to edit. This pencil icon will show up to the right of the section header. In the below image, to edit Contacts the pencil icon shows up to the right of the section header 'Contacts'. The same would be true for 'Entities' or other sections in the right-hand information bar.
After selecting the pencil icon, a modal will appear that will then allow you to update the information for that section, as such:
Then select the pencil edit icon next to the name of the agent you would like to edit or select 'Add Contact' link at the bottom of the modal.
When editing an existing contact, it will look like this:
When adding a contact, it will look like this:
2. You can also press Manage Account on the left side menu
3. Scroll down and go to the section labelled “Assigned Agents.” From here you can add agents by pressing “+ Add” or remove agents by pressing the Trash icon.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.