My Delegates Screen

Overview: The My Delegates screen is the landing page where agents can request new Delegates, view current Delegates, view Primary Agents, and accept/decline Delegate Requests.

Steps for the My Delegates Screen:

1.    The My Delegates screen is split into the following sections:

a.    Request New Delegate

b.    My Delegates

c.     My Primary Agents

d.    Delegate Requests

Request New Delegate Screen

2.    Click the green Request New Delegate hyperlink to request a new delegate

a.    There are four ways to search for a new delegate:

                                         i.     First Name

                                        ii.     Last Name

                                      iii.     Email Id

                                      iv.     Phone Number

b.    Click Search to search for a delegate based on the information entered

c.     Click Reset to reset the information

d.    Based on the search criteria the following information displays:

                                         i.     Agent Name

                                        ii.     Phone

                                      iii.     Email

                                      iv.     Action

1.    Click the green Request for Delegation hyperlink

a.    A pop-up displays stating “Are you sure you want to request the selected agent as your delegate?”

b.    Click Ok to continue

                                                                                               i.     A pop-up displays stating that the delegate request sent successfully

c.     Click Cancel to cancel

2.    If a request has been sent, this column states Request Sent

My Delegates Screen

3.    This section displays:

a.    Delegate Name

b.    Phone Number

c.     Expiration Date

d.    Action

                                         i.     Click the green down arrow to download a log of activity for a selected Delegate

1.    A pop-up displays

a.    Enter the date range you want to see for the activities of the selected Delegate

b.    Click Download Activity

                                        ii.     Click the red X to remove the Delegate

My Primary Agents Screen

4.    This section displays:

a.    Primary Agent Name

b.    Phone Number

c.     Expiration Date

d.    Action

                                         i.     Click the green down arrow to download a log of activity for a selected Primary Agent

1.    A pop-up displays

a.    Enter the date range you want to see for the activities of the selected Delegate

b.    Click Download Activity

                                        ii.     Click the red X to remove the Primary Agent  

Delegate Requests

5.    This section displays

a.    Primary Agent Name

b.    Request Date

c.     Action

                                         i.     Click the green check mark to accept the delegate request

                                        ii.     Click the red X to decline the delegate request

Click here to return to the main menu.