Add Employees

Select the Setting Tab on the top right of the page. You will need admin rights.
Click the Employees Box

Hit the green Create Employee button and type in the name of the Employee.
Then simply assign the Role from the drop down box to the appropriate Role – permission levels are already set-up. You can change Roles anytime or delete an Employee from Active.

Set-up Carriers, Brokers and LOB’s →
← Adding Agency Locations