Sending Certificates for Linked Insureds

Insureds have the ability to send self-serve certificates. Not just for their accounts, but for linked insureds as well.

Here is what the agency needs to do:

1. As the agency, you will first need to link the two insureds by going to the insured's profile, clicking on the "General" > "Linked Insureds."

2. Edit the permissions in the user profile of each insured to allow "See linked insureds", to edit the permission of the insureds, go to the insured's profile > Actions top right > Update User.

3. When the insured logs in, they will see an option called "Linked Insured". If they need to send a certificate for that insured, they will click on that insured and then they will be able to see the option to send certificates.