Through HealthSherpa, Agency account owners (AKA Primary Admins), can now give other members of their downline the powers of their Admin account.
This feature is best for Agencies who need to give Admin-level permissions and access to other agents in their downline.
How to promote accounts to the Admin-level
From the ‘Agency’ tab, Primary Admins can now promote and demote any agent in their immediate downline by marking the checkbox under the ‘Admin’ column.
Please note that if you have sub-agencies, you can only promote the sub-agency’s Primary Admin to the Admin-level for your upstream Agency.
What can Admins do?
Once you promote a downline account to the Admin level, they will be able to
View the entire Agency downline
Set NPN Overrides
If NPN Overrides are set, control whether downline agents can use their own NPN
Set whether downline agents can export
Set which agents are part of the Shared Book
Export agency-wide clients and leads reports
Set appointments for other Agents
Are there restrictions on a downline Admin’s account?
Yes, there are two big actions your downline Admins will not be able to execute through their account:
Promote and demote other downline accounts
Join an upstream agency.
Only the Primary Admin account will be able to do these two things.