How To Insure Admins Can Access Transactions


To be able to select a user to be a Company Admin, go to the Users module > click on the profile of the User/Agent. Once inside the profile, in the middle panel under Details > Agent Details > scroll down to Admin Details. Once there, check the box that says Select if the user will be a company Admin > toggle the switch to the right to Activate Admin > select the company or companies you want the User/Agent to be an Admin for > Scroll down and click on Update User Profile. Then you will see all the privileges/permissions at that certain office/s you want to provide to the User/Agent as an Admin such as giving him or her access to company settings, reports, transactions, or access to users (user profiles).

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