D
Platform ManagementIllustrative governance data

Users

Administer identities, Agency placement, role assignments, scope and effective access.

Invite User

Active Users

12

Invitations Pending

3

Agencies Represented

7

Access Reviews Due

3

Organization
Agency
Role
Category
Status
Platform + organization users
USERORGANIZATIONAGENCYROLEOFFICE / TEAMSTATUSLAST ACCESSACTION
Devondevon@devonorganization.example · USR-001
Devon OrganizationNorth Agency
Platform Owner
—Central Office · Central Navigation
ActiveNow
Sarah Millersarah@northagency.example · USR-201
Devon OrganizationNorth Agency
Agency Owner
Dallas OfficeNorth Navigation
ActiveToday, 10:31 AM
Nora Bennettnora@northagency.example · USR-202
Devon OrganizationNorth Agency
Navigator
Dallas OfficeNorth Navigation
ActiveToday, 10:12 AM
Peterpeter@northagency.example · USR-203
Devon OrganizationNorth Agency
P&C AgentP&C
Dallas OfficeDallas Professionals
ActiveToday, 9:58 AM
Wendywendy@northagency.example · USR-204
Devon OrganizationNorth Agency
Wealth AdvisorFinancial
Austin OfficeAustin Service
ActiveYesterday, 4:09 PM
James Wilsonjames@centralagency.example · USR-211
Devon OrganizationCentral Agency
Agency Administrator
Central OfficeAdvisory Team
ActiveToday, 9:44 AM
Sam Ortizsam@centralagency.example · USR-212
Devon OrganizationCentral Agency
Navigator
Central OfficeCentral Navigation
ActiveToday, 8:50 AM
Thomasthomas@centralagency.example · USR-213
Devon OrganizationCentral Agency
Tax AdvisorTax
Central OfficeAdvisory Team
ActiveYesterday, 3:14 PM
Mia Santosmia@southagency.example · USR-221
Devon OrganizationSouth Agency
Agency Administrator
Miami OfficeNo team
InvitedInvitation pending
Taylor Morgantaylor@harboragency.example · USR-NEW
Devon OrganizationHarbor Agency
Agency Owner
Harbor Point OfficeHarbor Launch Team
ActiveJust now
Maya Chenmaya@youngsinsurance.example · USR-118
Young's InsuranceYoung's Insurance Agency
Agency Owner
DallasNo team
ActiveToday, 9:31 AM
Elena Marlowelena@northline.example · USR-147
Northline GroupNorthline Agency
Navigator
CentralNo team
ActiveToday, 9:11 AM
Henryhenry@youngsinsurance.example · USR-162
Young's InsuranceYoung's Insurance Agency
Health AgentHealth
AustinNo team
ActiveYesterday, 4:09 PM
Noah Wardnoah@oakriver.example · USR-189
Oak & River AdvisoryOak & River Agency
Organization Owner
BentonvilleNo team
InvitedInvitation pending
Johnan Reedjordan.navigator@centralagency.example · USR-301
Devon OrganizationCentral Agency
Navigator
Central OfficeCentral Navigation
InvitedInvitation sent
Showing 1–15 of 15 filtered (15 total)