With Automated Workflow, you can assign activities to a group’s, individual’s, or policy’s servicing agent. When you assign an activity to a servicing agent, it is passed along to a user in your account based on a linked agent.
Basics of Linked Agents
Think of linked agent like a baton in a relay race, the activity, like the baton, gets handed to a user by the linked agent:
Activity Assigned Linked Agent User
Link up to 3 agents to a user. Each agent can only be linked to one user. When activities are assigned to a Servicing Agent by an Automated Workflow, the activities will be assigned to the user based on the Linked Agent.
Link an Agent to User
Linked Agents can be added to users in the User Settings area. When an Automated Workflow creates an activity for a Linked Agent, the activities will be assigned to the user that the agent has been linked to.
To link an agent to a user:
- Click on the Profile & Settings and select Settings.
- Select users.
- Choose a user.
- Add linked agents and select save.
Who can I link agents to?
Linked Agents can be added to the following User Types:
- Agency Users
- Agent CRM users
An agent can be linked to only one user. Once an agent is linked to a user, all the activities created by Automated Workflows will be assigned to that user.
Edit a Linked Agent
Only Agency Users with permission to manage users have access to edit linked agents. Review a user's accompanying Security Group to determines the if that user has access to manage users. Check out the Manage Security Groups article for details.