How do you allow clients to access their RoadMaps, as well as all the Medicare tools and resources available through i65 Medicare Mapping software?
In this short video, Melinda Caughill, Co-Founder and CMO of i65, walks you through how to give or revoke client access to i65 by simply checking (or unchecking) the "Allow client to access i65" box.
For more questions or support, please reach out to the support team.
0:00 – Introduction
0:35 – How to give clients access to i65 when initially setting up a client
1:15 – Should you immediately give clients the ability to access i65?
1:55 – How to give clients access to i65 after you've completed a RoadMap
3:15 – How to revoke client access to i65
3:50 – Summary