System Settings

Use this on-demand training guide to understand:

Setting Up Activities
- Learn about General Activities and to-do lists and common use-cases for both.
- Learn to Manage Activity Types through the Admin tab including Adding a new Activity Type, as well as Deleting or Inactivating unused Activity types.
Hiding Social Security Data
- Mitigate safeguards against identity theft or misuse of data by learning to Hide Social Security Numbers (SSN).
Managing Downloads
- Learn about the Download Matching Process including enabling items for download, download tasks and adding new carriers to your downloads.
Client Portal Client Accounts and Settings
- Learn about the Client Portal and how to access the Client Accounts section to reset passwords, delete accounts or give admin permission to other agency users.
- Learn about Enabling the Client Portal and specific options including sharing information like policy data, claims, documents, certificate templates and more.
- Manage email options to choose whether you'd like to receive activity emails about the Client Portal.
- Add Carrier information including billing and claims website information.
Text Messaging Settings
- Learn about adding, reassigning, deleting, and managing blocked phone numbers, as well as reviewing text message history.
Setting Up and Searching using Unique Data
- Learn about the ability to add Unique Data that can be used to search on for Clients, Contacts and Individuals.
- Learn how to also add Unique data for Employees.

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.

Use this section to set up activities, hide social security data, manage downloads, manage client portal settings, manage text messaging settings and set up, enter and search based off unique data.