As a business or organization, you may have specific users who handle administrative tasks to ensure that all reviews—whether for fixed-rate assessments, policy renewals, or investment servicing—are managed by your Admin or Assistant.
You and your team only need to update the automation process in your settings to apply these changes.
In this article you will learn:
How to turn off automations for certain users
How to set up automations for the team to go to one user
What to do next
How to turn off your Automations
All Adviser users who do not want to receive notification or have specific activities assigned to them should;
Turn off the automatic opportunity creation that triggers when the rollover date comes around.
Delete the activity creation step
To delete the activity option, click the three dots (⁝) as per image below.
Set up all Automations to assign to a single user:
For the user that you want to run your automations, leave their automations on, and select all staff members names in their setup, as below:
Please Note: For Admins with a subscription for Assistant Users, it is recommended to include selecting the Adviser Users whose clients they assist with reviews. 👌
This will help servicing advisers focus on more critical tasks by delegating administrative work to the organisation's Admins.
In your "Automations" settings, you can set up triggers related to mortgage, insurance, or investment products. You can also configure resulting actions to occur when these triggers are met.
What next?
Set up notifications! You can refer to this article HERE for detailed instructions.