HealthSherpa

Administrators can grant agents access to each other’s clients & leads using shared book.

Shared book

Administrators can grant agents access to the agency's clients & leads using full book.

Full book

Primary administrators can grant administrator access to other agents in the agency.

Administrator access

Administrators can refresh data syncs between Marketplace applications and HealthSherpa.

Application sync

Administrators can let agents share NPNs within the agency.

NPN override

Administrators can customize email settings for direct downline agents.

Email customization

Administrators can choose to have bonus dollars paid at the agency level.

Agency payouts

Administrator tools

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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