How do I make a hidden team member visible to a policyholder?

Updated 4 weeks ago by Jennifer B.

Option 1

  1. Click Team Member in your Main menu.
  2. Click vertical ellipsis [vertical ellipsis] on the contact card of the team member you want to make visible.
  3. Select Unhide from Policyholder.
  4. Click YES in the Unhide Team Member from Policyholder confirmation dialog box.

Option 2

  1. Click VIEW ALL in the Team Members card on your dashboard.
  2. Click vertical ellipsis [vertical ellipsis] on the contact card of the team member you want to make visible.
  3. Select Unhide from Policyholder.
  4. Click YES in the Unhide Team Member from Policyholder confirmation dialog box.


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