How do I make a hidden team member visible to a policyholder?
Option 1
- Click Team Member in your Main menu.
- Click vertical ellipsis [
] on the contact card of the team member you want to make visible. - Select Unhide from Policyholder.
- Click YES in the Unhide Team Member from Policyholder confirmation dialog box.
Option 2
- Click VIEW ALL in the Team Members card on your dashboard.
- Click vertical ellipsis [
] on the contact card of the team member you want to make visible. - Select Unhide from Policyholder.
- Click YES in the Unhide Team Member from Policyholder confirmation dialog box.
