Add My Team

If you need to add team members this can be done by a MAC, MACD or SAC. A broker can invite insurers only.

Note you can only have 2 x MACs, 2 x MACDs and one SAC assigned to an asset. All other user roles can have more. Learn about user roles and permissions here.

To add a team member:

1. Go to 'My Team'.
2. Click 'Add new team member'.
3. Select 'Bulk Upload or Single ' to upload team member details.

For the user to become active they need to be assigned to an asset for the invite to be activated. (MAC & MACD have full access to the asset portfolio). 

You're all done.



Related Articles
Assigning Team Members to My Asset

Re-send Invites to Team Members

How to add or invite an Insurer

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