Managing Groups
- Require Re-approval for new insurance files
- How Do I Create A Group?
- Is There Any Way I Can See What Outside Groups Have Created Accounts?
- How Can I View All Groups’ Insurance Information?
- Assign Classifications To Existing Group
- Respond to New Group Requests.
- Add Additional Contacts To A Group
- Notify Additional Group Contacts Of Event Status Prior To Submitting Request
- Block/Unblock A Group
- District Control Over Groups (Group Classification Manager)
- Edit Group Information
- Managing Insurance Requirements: Index of Procedures
- Update Group E-Mail Address
- Updating/Changing Group Classification for Existing Group
- Deleting, Inactivating and Activating Groups
- Send a Welcome Email to a User or Group Manager
- Manage Groups Page
- Manage Groups
- Merging Groups
- Group Managers (Editing, Adding, and deleting additional managers, Email Notifications)
- Sending a Mass Email