To enable agents to enroll customers with specific plans and grant plan permissions for a particular state, follow these steps:
Note: This permission is only applicable for ACP, as it involves assessing the states where services are provided and selecting the plans that field agents should have access to for enrolling customers.
- Go to User Settings (PC480) in the settings menu.
2. Select "Manage Employee" (PC123) and use the search field to find the agent you want to manage. Click on the agent's plan icon in option menu.
| Manage User Level Access | |
| Edit Employee | |
| View Employee | |
| Reset Password | |
| Agent Plan | |
| Inventory Setup User Level | |
| View URL |
3. Once you've chosen the agent, you'll see the Employee Plan Settings. Here, you can specify plan permissions for a particular state and the select plans the agent should have access to.
You have the option to grant permission to individual agent or select multiple agents at once, making it easier for you to manage agents.
4. After setting permissions, click "SAVE" at the bottom of the page to apply the changes.