Drive IQ allows you to provide different functionality to your team members. Once set up, you can create parent/child relationships to allow your team to work collaboratively. We recommend team managers are assigned IQ Admin access.
The primary account holder will be set up with IQ Admin access and have full visibility of the business.
Please note - Each user profile will require 2-step authentication to access. For security reasons, it is not possible for team members to share login details.
All business data
Own record data
Referral partner version
All Business Records
Own records + hierarchy access
Create and edit opportunities
Create and edit applications
Review and assess applications
Access quick quote
Select and send email templates
Create, view and edit email templates
View and edit document templates
Access my details
Create, view, edit and deactivate partners