Employee Settings
Use this section to manage employee permissions and role assignments, manage logins and passwords, remove or hide employees, access permissions, and security and email settings.
About this course
Use this on-demand training guide to understand:
- Adding Employees, Permissions and Role Assignments
- Learn about Employee maintenance including adding an employee and assigning a password within Employee Settings.
- Learn about Employee permissions as well as Copy Permissions and Copying permissions from another employee.
- Understand in-depth what each Role Assignment Category allows access and control for.
- Changing an Employee's Login or Password
- Learn how to change a password from Employee Settings.
- Removing or Hiding Employees
- Learn about the difference and importance to both Hiding or Removing employees.
- Learn how to reassign tasks, reset the password and remove the employee's signature, remove their permissions, and delete or make the employee inactive (if applicable).
- User and Report Access Permissions
- Understand how to provide and restrict users from accounts and reports they should or should not have access to.
- Learn about User Access Hierarchy including Branch Management, Producer access, and Policy access.
- Learn the impact of how user access permissions affect areas of Partner Platform including Activities, Documents & Claims, Comments & Individuals, and Searches.
- Security Settings and Multi-Factor Authentication (MFA)
- Learn to set up Login Security settings including password reset, password length requirements, attempt limits, and complexities.
- Learn how to Set up and adjust MFA including signing in after MFA is set up and resetting employees' MFA.
- Email Server Settings
- Learn about entering your own email server or using a provided email service.
- Learn specific server settings such as requirements for Outlook and Office365, GMail and other email servers.
- Producer Results Manager (PRM) Settings
- Learn about granting access to the PRM and adjusting specific settings including what access producers have.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.