Why did we enable this feature?
Previously, clients were unable to control or manage who on their side had access to Indio. This often led to the insured reaching out to the agent to request that access be granted to additional users and created more work for the agent.
Benefits of the Feature
Allowing the client primary contact to add or remove the access of other contacts now helps provide more control over whom on the client side has access and lessens the number of service calls for the agent.
How Does the Feature Work?
A primary or full-access contact adds a new contact
The primary contact clicks the Add Contact button
The Add Contact drawer is triggered. The primary contact enters contact information and selects an access group. After entering contact info and selecting an access group, the primary contact clicks the Add Contact button.
The drawer is dismissed and the new contact is added. The confirmation message is triggered.
Primary or full access contact changes the access level for another contact and enables optional permissions
The primary contact navigates to the Contacts page and clicks the Edit button for the contact they wish to edit
The Edit Contact drawer is triggered. The primary client contact changes the permissions access group for their contact.
The primary client contact sets additional permissions for the contact and clicks the Save button
The drawer is dismissed and the contact’s access level and permissions have been updated
A primary or full-access contact removes a contact
The primary contact clicks the Remove Contact button
The Remove Contact confirmation modal is triggered and the primary contact clicks the Remove button.
The confirmation modal is dismissed and the contact is removed. The confirmation message is triggered
Tooltip: Only agents can edit or remove the primary contact
Primary and full-access contacts cannot edit or remove themselves. The edit and remove buttons are disabled since primary contacts cannot edit their own info or permissions, or remove themselves. Only agents are allowed to edit or remove the primary contact.
FAQs
Q: When a client primary contact or full access contact adds, removes, or edits a user contact, will these activities be logged under the account activities?
A: Yes, under the Account Activities tab on the Accounts page, agents will be able to see all new activities generated by client primary or full-access contact users. Any agent changes made to client contact will also be generated here.
Q: What if the agent would like to be informed of the changes directly every time a client primary contact or full access contact adds, removes, or edits a user contact?
A: The agent will be able to navigate to the Profile and Settings and under the Notifications Tab, be able to turn on such notifications.
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.