Please refer to our guide on user account administration.
You can also follow these steps:
Log in to the Terminal and click the drop-down Menu in the upper left-hand corner.
Select the dropdown arrow next to Terminal Configuration and click User Management.
Invite team members to the system by entering their contact information.
Make sure to assign the appropriate access to the user:
Agent allows the user to quote and utilize tools like the Appetite Search Tool.
Principal access provides admin access to users, enabling them to activate carriers, request sub-appointments, update your billing information, etc.
Team members will receive an email inviting them to join the Terminal.
Encourage your team members to join a Bold Penguin Terminal Tutorial webinar held biweekly on Thursdays at noon ET: Registration link.