How to Add Team Members to Clients in the Cyber Risk Dashboard CrowBar
Adding a team member to the client in the Cyber Risk Dashboard allows them to stay up-to-date on the progress of quotes, policies, access documents and add insureds to in-force policies.
Step 1:
Log in to the Cyber Risk Dashboard and select the appropriate client profile.
Step 2:
On the client profile page, scroll down to ‘Broker Team’ and click ‘Add Broker Team Member’ and enter the full name and email address for the team member.
Step 3:
The newly added team member will receive an invite to set up their Cyber Risk Dashboard account and will instantly have access.
FAQ
Yes, you can add as many team members to an individual client as you desire.
It is best practice to use their corporate email address to ensure communications are sent to the proper inbox.
No, you should add insured contacts via the policy page.
