This page allows the user to add, view and modify the supervisors for your business or organisation.
Access Supervisors via CMS Portal: CONFIG > USER MANAGEMENT > SUPERVISORS.
The first screen/dashboard that the user will see after clicking on the Supervisors will be:
Dashboard Definitions
| Dashboard Terms | Definitions |
|---|---|
|
Username |
This field represents the assigned username of the supervisor. This number is unique for every supervisor. |
|
Supervisor Number |
This field represents the contact number of the Supervisors. |
| Name | This field represents the name of the supervisors. |
| Line of Business |
The line of business (LOB) is the company's business line representative. |
|
Action |
Action column includes different activities where users can modify the existing supervisor entry. Below are the available options: 1. Edit ( 2. Delete ( |
How to add a new supervisor?
Step 1: Click the + Add Supervisor on the top left to add a new supervisor.
Step 2: A new "Supervisor - Add" page opens for the user to enter the Supervisor Details information. The screenshot for reference is below:
Mandatory parameters are marked with an asterisk () icon against the file name and have to be filled out before saving/submitting the supervisor details form. Clicking on the 'Cancel' button will discard the form changes and take the user back to the dashboard.
Description of Supervisor details fields:
| Form Fields | Description |
|---|---|
| Line of Business | Select the line of business from the drop-down list. |
| Agent Location | Add the supervisor's country. |
| Supervisor Number | Add the supervisor's contact number. |
| Password | Create a password for the supervisor. |
| Name | Add name of the supervisor. |
| Add email address of the supervisor. | |
| MFA | Multi-Factor Authentication- to add a layer of protection to the sign-in process. |
Step 3: Click Save and Add Supervisor once complete.
How to Download Supervisors?
Step 1: Click on the Download button as shown below screenshot:
All the supervisors' details will be downloaded to your device. Check the browser downloads or your download file location to view the file. The file will download in excel format. Below is the screenshot for your reference:
How to Import Supervisors?
Step 1: Click on the Import button as shown below screenshot:
Step 2: Select the "Line of Business" from the dropdown menu and add an attachment from your device in the format of XLS, XLSX Only. Click Import to import the file and cancel to discard the import. See the below screenshot for your reference:
How to Search for existing Supervisors?
Step 1: Click the Advanced Search on the left for existing supervisors.
Step 2: After clicking, you will see the below screen:
Enter all the details as mentioned for the desired search.
Step 3: Click Search to view the desired supervisors' details. Click clear to discard the search.