This feature allows you to assign plan permissions to agents, specifying which plans they can use to enroll customers, as well as the states where they are authorized to conduct customer enrollments.
Note: This is only applicable for ACP, as it involves accessing 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.
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.