Primary contact: How do I make a hidden team member visible to a policyholder?

Updated by Jennifer B.

Option 1

  1. Click Team member in the Main menu on your dashboard.
  2. Click the vertical ellipsis [vertical ellipsis button] on the contact card of the team member you want to make visible.
  3. Select Unhide from policyholder.
  4. Click Yes in the Unhide team member from policyholder confirmation dialog box.

Option 2

  1. Click View all in the Team members card on your dashboard.
  2. Click the vertical ellipsis [vertical ellipsis button] on the contact card of the team member you want to make visible.
  3. Select Unhide from policyholder.
  4. Click Yes in the Unhide team member from policyholder confirmation dialog box.

How Did We Do?