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Training for Account Administrators

Creating users and assigning access.

 

 

 

Helpful Proformex Articles to Reference Related to this Training:

 

How Do Account Administrators Set Up and Remove Users?

 

How do I Give Users Access to Contracts?

 

How do I Set Up my Login for Proformex?

 

What are the User Roles In Proformex?

 

*Note: to assign all policies to a user, simply assign the Account Administrator permission.