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Assign Producer Role to an Account

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Assign Producer Role to an Account

Assign a role to producers at account level.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled

User Permissions Needed
To assign producer role to an account:	Insurance Commissions Management and Insurance Brokerage User

From an account page, on the Producer Role Assignment related list, click Assign New Role.
Select the producer, producer role, and effective date.
Line of Business and Expiration Date are optional.
To add more producer roles, click Add Row, and then save your changes.
A message confirms that the producer role has been assigned.

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