How to Add a New User in Trava
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Ryan Dunn: Hello, everyone. This is Ryan Dunn. I am the Director of Insurance over here at Trava, and in this video we'll be going over how to add a user into your agency profile. As you can see here, I'm already in the user's tab on the left- hand side, and once you're in here, you'll be clicking the top right button, new user. From there, we will add a new user, first and last name, and email, and their role. The roles are based out into three specific groups and admin has access to the full agency profile. A manager is designed for a team lead or a region lead. Some agencies have autonomous operations per region or even some offices that still operate a little autonomously, and so we wanted to give you that flexibility to separate the data just in case that's how your agency operates. From there, those managers have users underneath them and those users are brokers that have specific clients or prospects, and so this whole thing is broken out so that a manager of one team cannot see the clients of a manager of another teams. We can obviously be flexible in this design, but that is how the Trava system is currently designed. For the sake of this demo, we'll be clicking admin, and you click create. It takes two seconds. An email has now been sent to this new user and all they have to do is reset their password and they are now in the Trava platform, and that is how you upload a new user to your agency dashboard. Thank you for your time.
DESCRIPTION
In this video, Ryan Dunn walks us through a step-by-step process of seamlessly adding a new user to their agency profile within the Trava insurance platform. As he navigates through the user interface, Ryan demonstrates the simple and efficient method to expand an agency's team and enhance collaboration.
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