The My Staff and Team page allows you to manage your staff and their access levels.


Teams


You can think of a team as a chapter within your book of business. A team could represent an individual producer or a division (Group Benefit, Group Retirement, Individual Insurance, etc.) within your firm. Only the employees that are assigned to the specific team can view the team's client.



Staff Members


In this tab, you can manage which individuals have access to your firm's data within BeneOffice. To add a new staff member, click the Add button. If you would like to add multiple staff members at once, you can use the Upload button.


Note: Users that are added will be sent a verification link immediately.



Roles

NameDescription
Site AdministratorThis is the master role within BeneOffice. A user with this role will be able to do the following:
  • View all client data
  • Modify My Insurer and Contact
  • Modify My Brokerage settings
  • Modify staff member settings
  • Make changes to your BeneOffice subscription

At least one user must have this level of permission.

Broker QuoteThis permission gives users the ability to create, edit and send quotes or request for proposals (RFPs). This applies to both Employee Benefits and Group Retirement.
Broker RenewalThis permission gives users the ability to create and edit renewal negotiations. This applies to both Employee Benefits and Group Retirement.
Broker CommissionsThis permission gives access to the Commission Tracker feature. The user will be able to add, remove cheques, make estimates and change house or producer splits.
Producer Commission ReportThis permission gives a user the ability to run the Commission Statement report. The user can allow others to view their commission reports without allowing them to modify any financial data. 
Resource CenterThis permission gives a user access to the Resource Center feature.
Individual InsuranceThis permission gives a user access to the Individual Insurance feature.


Status

Status NameDescription
ActiveThe user is allowed to log into BeneOffice.
Not VerifiedThe invitation to BeneOffice has been sent, but the user has not clicked on the "verify email" link sent to their email.
DeactivatedThe user's account has been deactivated, and they will not be allowed access to BeneOffice.
LockedThe user has tried to log into BeneOffice with the wrong password too many times. As a security measure, BeneOffice has locked the account.


Click Next to go to the last step of the setup wizard, My Profile.