How to set up a user to monitor all agencies?
April 18, 2024
To set up a user to monitor all agencies in Ikomsoft, follow these steps:
- Click on the configuration module in the main navigation bar.
- In the Users section, click on “Manage Users.”
- Assign the user a username and password that will allow them to access IKOMSOFT.
- Provide the required information in the user form, such as the user’s full name, email address, and other relevant information.
- Select the necessary permissions for the user to be able to monitor all other agencies in IKOMSOFT. This may include permissions to view and edit information from all agencies, generate reports, and other relevant functions.
- Activate the option called “Multiple Agencies and Branches.”
- Once all permissions have been granted, click on the “Create” button to complete the process.
If you still have doubts about how to set up a user to monitor all agencies in Ikomsoft, feel free to contact our support department for assistance.