User Profiles

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.

IQ Administrator

Asset Broker

Referral Subadmin

Access Dashboard

     All business data

     Own record data

     Referral partner version

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Access Worklist

 

    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

Run reports

Create, view, edit and deactivate partners

Help Centre

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Optional

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Optional

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Optional

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