How do I request administrator access to companies in my book of business?
From the Partner Companies table, broker administrators and renewals managers can request administrator access to companies within the broker's book of business.
To request access, click on the kebab icon to the right of the desired company, and click Request Access.
Then, complete and submit the access request form. The company's administrators (i.e., any user with permission to add or remove administrators) will receive a notification, and they'll be able to approve or deny your request. When your request has been approved or denied, you'll receive a final notification.
Following approval, you will be able to access the company's dashboard by clicking on the kebab icon, and then clicking Company Dashboard.
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