In order to grant access to your support staff you need to invite them to the platform. To invite your support staff: 1. Click your profile picture or logo located in the top right corner of your screen. A drop down menu will appear. 2. Click on the Settings link and this will redirect you to your General Settings page. 3. Select the Share Access tab and click the Enable editing box at the top of the page. 4. Re-enter your password in the System Authorization window and select Unlock. 5. Enter your support staff information including their name and email address as well as a security question and answer. click the Link Admin button located on the bottom right of the page. NOTE: Be sure to text or email the security question answer to your support staff, they will need this information to set up their access. The support staff user will receive an automatic email from NIC. The email will include a link to a NIC Set Up process. The set up process requires the support staff user to: 1. answer the security question, 2. set the password and 3. enter their cell phone number for verification purposes. Once the setup is complete, your support staff will be granted access to your book. For more information on inviting support staff: Watch a video: https://vimeo.com/489536493 (https://vimeo.com/489536493) Download a guide:

To revoke access for your support staff: 1. click your profile picture or logo located in the top right corner of your screen. A drop down menu will appear. 2. Click on the Settings link and this will redirect you to your General Setting page. 3. Select the Share Access tab and click the Enable editing box at the top of the page. 4. Re-enter your password in the System Authorization window and select Unlock. 5. Scroll down to the Account Users section and locate the support staff for whom you want to revoke access. 6. Click on the 3 dots under the action column, beside the name of the users whose access you want to revoke 7. Select Revoke Access.

When you grant access to your support staff they are able to see your entire book of business including all clients, all policies, and all documents across all upline Distributors that you do business with, as long as those Distributors are on NIC.

No, you can only share documents with your downline. For example: An agent can share documents with their support staff. In the future we do plan to add a feature that allows you to share documents with your Distributors and Carriers.

To remove a users access to your files in NIC: 1. Select your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your setting page. You will see 3 sections titled, General Settings, Shared Access, and Managed Accounts. 2. Click on Shared Access. 3. Scroll down to a section titled Account Users. These are people you have granted access to view your files. 4. Navigate through the listed contacts and find the user you wish to revoke access from. 5. Under the column title Action, click on the kebab menu (3 dots) 6. Select Revoke Access.

This site includes multiple videos and information on how to use the NIC Agent App. If you still have questions after visiting the Getting Started (https://www.agentinforceinnovation.com/getting-started)or the Business Development Center (https://www.agentinforceinnovation.com/biz-development)pagers, contact your Distributor Ambassador. Both of these people can be found in the App on the communication column located on the right hand side.

Contact your Distributor Relationship Manager for more information.