How to Add Team Members to Clients in the Cyber Risk Dashboar rowBar

On the client profile page, scroll down to ‘Broker Team’ and click ‘Add Broker Team Member’ and enter the full name and email address for the team member

The newly added team member will receive an invite to set up their Cyber Risk Dashboard account and will instantly have access

Can I add multiple team members at once?
- Yes, you can add as many team members to an individual client as you desire.
What email address can I use to invite team members?
- It is best practice to use their corporate email address to ensure communications are sent to the proper inbox.
Can I add insured contacts through this form as well?
- No, you should add insured contacts via the policy page.

Adding a team member to the client in the Cyber Risk Dashboard allows them to stay up-to-date on the progress of quotes, policies, access documents and add insureds to in-force policies.