Delegate Agency Management Permissions
Primary Admins can grant Admin-level access to downline agents, enabling distributed agency management while maintaining security controls.
Primary Admin Steps:
Navigate to Agency tab
Locate agent in downline list
Checkbox under 'Admin' column
Sub-Agency Note: Can only promote the sub-agency's Primary Admin
Uncheck the same checkbox to revoke permissions
Permission
Function
Downline Visibility
View entire agency hierarchy
NPN Management
Set overrides and usage rules
Data Control
Restrict/allow agent exports
Shared Book
Assign agents to shared access
Reporting
Export agency-wide client/lead data
Appointments
Set appointments for other agents
Downline Admins Cannot:
Promote/demote other accounts
Join upstream agencies
⚠️ These actions remain exclusive to the Primary Admin
Document all admin assignments
Train admins on permission boundaries
Audit admin actions regularly
For assistance: JET Health Solutions Help Center