connectBLC: How to Set Up My Team

To create your team collaboration permissions, the Team Leader must initiate the process. 

Team Leader -> From within connectBLC click on your Profile Settings.

 

In the Settings menu, select:

Team members with authorization to your account will appear, or you may add new team members or assistants:

Select a user from the list and click "Grant Access."

• Related Articles

• How many recent searches will be captured in connectBLC?

  Regardless of whether the search has been saved/named or not, connectBLC currently retrains up to 100 recent searches.

• How To Set Up My Team Members

  The Team Leader must first Create a Team. Once created, you will Add Team Members from the button in the setup screen. To add a member, Look Up Agents within your company roster Select from the agents returned in the list, and select from the ...

• Team Leader - How to Create My Team

  As a Team Leader, it is important to set up your team to ensure all team members have the appropriate permission to collaborate with the team. Start by Clicking your profile menu and Click "Settings. Complete the questionnaire: A Team ID will be ...

• Client Emails: Subscribe/Unsubscribe Process

  When you send any information, reports, or messages to your Clients from connectBLC, they will receive an email message. The email will include a brief description of information, along with a link to the Client's secure connectBLC Client Portal. The ...

• Client Portal: Mobile Use

  If a Client accesses their Portal via a mobile device, the mobile-responsive features of connectBLC will detect the dimensions of their screen and wrap accordingly. See below for examples of the Client Portal: Phone Laptop/Desktop