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Policy Roles - Inactivate a Role
If you no longer wish to use a Role you can make it Inactive. (See the article, Roles, for how to set them up). * First, in admin, go to Nude Setup and Roles. * Select the role that you wish to make Inactive, for our example, lets pick Accountant. * When you select the Actions Icon (3 dots), the sub menu prese…
Batch Update - Policy Roles
Batch update function in admin - bond Policy Roles This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. So, for example, if you wanted to add an insurance broker and a CSR to each customer in bond, so that if that customer …
Roles
Permissions for the use of Roles * There may be icons in these instructions that may not appear in your platform. * You can only set Roles if you are the Digital Champion or have the correct permissions. * There is also a section on Roles in the Batch Update article if you are wanting to perform an update to Ro…
