Different roles within your company may require additional/limited access to modules. This can be found in the admin module under Permissions.

 

Each section can be expanded to view the permissions within that section. 

 

When first entering your permissions tool there may already be permission groups created. These permission groups were created to assist in the setup of your Nude Solutions account. Each permission group should be reviewed and assigned accordingly to your employees.

 

A typical brokerage may see the following permissions assigned to certain employees:

Broker: thru, bond

Sales: podium, insights
Management: all modules

HR: admin

Accounting: black

Trainer/Digital Champion: thru, bond, podium, periscope, 

 

If you are training a new employee you may also want to consider removing permissions in bond such as:

 

• backdating cancellations.
• lapsing policies.

 

In thru the permissions that should be considered:

 

• are overriding first payment
• waive policy fee 
• view Application for Insurance.

 

The following permissions are available:

 

 

 

 

 

 

 

 

 

 

 

To select all permissions under a module,  click 'select all' . You can also expand using the expand arrow and unselect any permissions the user should not have.