Overview
Agency Admins can manage who has access to your agency on Monoline. From one page, you can invite new people, approve access requests, resend pending invitations, and offboard someone who has left your agency.
Open Agency Members
Click your name in the top right corner.
Select Agency Members.
Invite a New Team Member
When someone new joins your agency, you can send them an invitation to set up their account.
On the Agency Members page, click Invite People.
Enter their first name, last name, and email address.
Choose the role they should have:
Agency Member: Quote, bind, and manage policies across your entire agency.
Agency Admin: Full access to modify settings, manage members, and view commission reports.
If your agency is split into teams, you can instead give them access to a specific team:
Team Member: Quote, bind, and manage policies within a specific team.
Team Admin: Manage members within a specific team.
Click Send Invite.
Once you send the invite, they'll get an email so they can finish setting up their account.
Approve Access Requests and Resend Invitations
Sometimes a teammate will request access instead of waiting for an invite. Their request appears under Access Requests on the Agency Members page. Just click Approve Access to let them in.
If someone has a pending invitation and asks for it to be resent, look under Pending Invitations. Click Resend Invitation to All Pending to resend every open invitation at once.
Offboard Someone Who Leaves Your Agency
When someone leaves your agency, you can hand off their work and remove their access so nothing slips through the cracks.
Scroll down to your list of team members and click the person's name.
Next to Quotes and Policies, check the reassign boxes and select the teammate who will take over those accounts.
3. Click Disable Account so they no longer receive anything from Monoline.
4. Click Save Changes.
