Appearance
Settings and administration
Where to find each setting
| Task | Where | Who |
|---|---|---|
| Personal settings | Profile menu at the bottom of the sidebar › Settings, or Quick Links › Settings on Home | Everyone |
| Reference material | Quick Links › Knowledge Studio on Home | Everyone |
| This user guide | Profile menu at the bottom of the sidebar › Documentation | Everyone |
| QuickBooks class mappings | Financial Ops › Class Mapping | Finance, administrators |
| Users, roles and access | Contact your INSURAiLABS administrator | Administrators |
| Connecting or reconnecting QuickBooks / HubSpot | Contact your INSURAiLABS administrator | Administrators |
| Thresholds (e.g. concentration alert, capacity target) | Contact your INSURAiLABS administrator | Administrators |
What each role can see
| Area | Owner / exec | Sales lead | Producer | Finance | Service / VA |
|---|---|---|---|---|---|
| CEO Command | Full | Summary | — | Full | — |
| Sales & Marketing | Full | Full | Own deals | — | — |
| Book & Renewals | Full | Full | Own book | View | Assigned |
| Financial Ops | Full | — | — | Full | — |
| Team & Workload — Producer Load | Full | Full | Own card | View | Own queue |
| Team & Workload — Producer P&L | All producers | Team | Own row | All producers | — |
| Ask ARI | Within your access | Within your access | Within your access | Within your access | Within your access |
This is the recommended default; your administrator may configure access differently.
Coming soon
- Self-service admin console for users, roles, integrations, mappings, thresholds and agent settings.
- Single sign-on (SSO) and multi-factor authentication.