Prevent Assigning the wrong Business Unit on a Policy

On the policy winform it is now impossible to use the scroll wheel on the Business Unit fields and change their values. These fields must first be selected by clicking the drop-down arrow and can then be used by the scroll wheel to pick a new value. This update is to prevent accidental changes to business units prior to invoicing the policy.

• This update does not apply to the Policy creation screen.

Business Unit

There is now a Business Unit employee default column in the Employee Center > Edit Employee > Business Unit Assignment section which allows an admin user to set the default Business Unit used by an employee when they create a customer.

Default

Business Unit Assignment

1. In the Employee center, select an employee, click on Employee Overview, and then click on Edit Employee. Open the tab for Business Unit Assignment, you will notice the new Default column.

Edit Employee

2. You can only select one Business Unit Default at a time. When you are ready, click on Save.

Default Column

• This section contains all the business unit combinations. However, the employee must have access to the default business unit selected for this functionality to apply. This column will allow you to select any Business Unit combination, but if the employee does not have access to the said Business Unit combination, then this functionality will not apply when the employee creates a customer. The agency must also have the Business Unit filtering turned on which is controlled in the Admin center.