In this topic, we continue our setup of a retail agent/broker started in Add a New Retail Agent Broker. This feature can be accessed by clicking the Retail Agent/Broker command on the Tables Menu.
You can use the Access tab to define those teams or departments in your agency that a retail agent/broker will have permission to access. You might use the options here if you want to limit retail agent/broker access due to contract limitations
- Click Quick Add.
- Select the team or department for which you want to grant access.
Teams and departments are displayed on the Access tab using the familiar grid layout. The Author. (authorized) column is used to indicate, at a glance, which teams or departments the retail agent/broker is authorized to access.
