Team and customisation
Make AgentDesk work the way your office works
Set team access, change forms and dropdowns, and use your own brand across the web app, and the mobile app when it launches.
| Module | View | Create | Edit | Delete | Export |
|---|---|---|---|---|---|
| Customers | |||||
| Policies | |||||
| Claims | |||||
| Leads | |||||
| Reports | |||||
| Loan payouts Sensitive |
Give each person the right access
Start with four roles: Organisation Admin, Manager, Agent and Viewer. Set View, Create, Edit, Delete and Export permissions for each module. Menus and actions that a user cannot access stay hidden.
Organisation Admin
Full access, settings, billing and roles.
Manager
Team work, reports and approvals.
Agent
Own clients, leads and follow-ups.
Viewer
Read-only access to allowed screens.
Add and remove team members easily
Invite users, assign roles and deactivate access when a person leaves. Temporary passwords must be changed at first sign-in.
Use your own brand
Add light, dark and icon logos. Choose a brand colour, menu style and fonts. Enter organisation contact details once so they can be used in emails and documents.
Change forms without a developer
Add text, number, date, yes/no, dropdown, multi-select, long-text and customer-lookup fields. Group fields into sections, change the order and decide which fields are compulsory.
Try it: add a field to the customer form
Ask only relevant questions
Use conditional rules to show a field or section after a certain answer. Use repeating sections for insured members, vehicles, travellers, locations and similar information.
Use your own business words
Rename, reorder, deactivate or add options in lists such as insurers, policy status, lead stage, source, claim type, deposit type, bond type, loan product and document type.
Related pages
Fit the CRM to your team and process
Start with ready workflows and adjust them as your business grows.
