Please refer to our guide on user account administration.
You can also follow these steps:
Log in to the Terminal and click the drop-down Menu in the upper left-hand corner.
Select User Management.
Invite team members to the system by entering their contact information.
Make sure to assign the appropriate access to the user:
Agent allows the user to quote and utilize tools like the Appetite Search Tool.
Principal access provides admin access to users, enabling them to activate carriers, request sub-appointments, update your billing information, etc.
Team members will receive an email inviting them to join the Terminal.
Encourage your team members to join a Bold Penguin Terminal Tutorial webinar held biweekly on Thursdays at noon ET: Registration link.