Portal Agency Admin - Roles & Adding Agency Reps
One of the primary responsibilities of the Portal Agency Administrators is responsible for adding, maintaining and deactivating agency representatives.
Portal roles are preset permissions that define what users can access and perform within Portal. This training will help Agency Administrators understand the four roles available in Portal and explain how to create representatives and Portal users for their agency.
Agency Administrators should also ensure that Portal access remains current. Users who leave the agency, change assignment, or no longer require Portal access should be deactivated.