InsurLink - Granting access to users

This explains how to grant access to InsurLink by adding or modifying client users and their permissions. This process includes sending invitations for access.

Instructions

1. Add or search for a customer.

2. Open the customer profile.

3. Navigate to the Client Users tab.

4. Select one or more names from the list of InsurLink users using the check boxes.

5. Click on the user's name to view the list of Permissions.

6. Review the default Permissions marked in Agency Setup.

7. Mark or clear permissions for the selected client user(s) as needed.

8. Click on the kebab menu.

9. Choose one of the following options:
   a. Click on Send Invitation to send the default invitation.
   b. Click on Send Custom Invitation to modify the email before sending.

10. The user(s) will receive an email with instructions on accessing InsurLink.

11. To add a client user to the list, click Add User.

12. Enter the name and email address of the new user.

13. Click Save.