User management

Invitation

The broker can invite new users to the Broker Space by going to Settings > Access & notifications > Company access. Enter a colleague's email address, then click Invite.

The invited user will receive an email from Stoïk inviting them to create their account and choose their password.

Owners

To make it easier to share information within the agency, several owners can be identified:

• The account manager receives all notifications sent to the client.

• The account holder receives notifications sent to the client after the contract is signed.

• The payment manager receives alerts related to the client's unpaid invoices.

• The claims manager receives alerts related to the client's claims.

Roles

Several roles exist for users on the Broker Space:

• "Admin" users have access to the entire Broker Space and receive all transactional emails sent by Stoïk.

• "Member" users do not have access to:

  • the Billing tab

  • data exports from the Prospects, Clients, and Billing tabs

  • signing the co-brokerage agreement, available from the Settings tab

By default, all users are "Admin".