Setting up users

Your PerfectQuote Customer Success Manager will set up your initial users. However, your Firm Admin(s) will be responsible for subsequent user management.

For Firm Admins:

Go to the User Management tab in the left sidebar menu. To add a new user, tap the "New User " button, input the required information and assign a role. Update the user's Status to "Enabled" and tap "Save". The user will then receive an email prompting them to login and set their password.

Please see below for a summary of firm roles and associated permissions:

Firm Role	Permissions
Firm User	Can access all content and take any actions throughout the PerfectQuote application (ex: submit census, upload quotes, create/edit/delete plans, create/edit/delete groups etc.). By default, cannot manage firm user accounts or firm settings.
Firm Reviewer	Has read-only access to all content. Cannot take any actions to create or edit/update content, ie - cannot: Submit a census Create/edit plans Add plans to Benefit Builder/Shopping Cart Mark plans as favorites Set employer contributions By default, cannot manage firm user accounts or firm settings.
"Admin" flag	Can be added to either Firm User or Firm Reviewer roles, to allow: Managing firm user accounts Managing firm settings
"Content Manager" flag	Can be added to either Firm User or Firm Reviewer roles, to allow: Managing Plan Templates Managing Firm Library

Please note:

To avoid any issues, when new members leave or join your team, we ask that you:

• Disable any user who is no longer using PerfectQuote.
• Create new user accounts via the process above.
• Rather than transitioning an existing user account to a new person/email address, as this may cause issues.

Your organization will only be billed for enabled/active users.