Entity User Management

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Entity Users

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Entity Code:

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User Name: First Name: Last Name: Email: New Password:

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2 Factor Auth: Mobile Phone: User Type:

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Change password at next login

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Password Never Expires

Description:

Edit Accounts

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Privilege Type:

Coverages

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Quoting

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Create-Edit-Delete AP Quotes

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Edit ACH/CC Info

Edit Billing Method and ACH/CC Info

Edit Customer Information

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Missing Policy Numbers

Transactions

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