Duration: 10 Min.
Description
Every administrator in your firm might not work with every plan, or need to. There could be some plans that you would like to reserve for only a few people. With access codes, you can group plans for administrators even for separate offices, and you can designate those special plans for access by only a few.
In this session, we will:
- assign access codes to user profiles
- assign access codes to plans
- use access codes to restrict certain plans
- update access codes as things change