Create Broker account
This article is intended for the following people:
Insurance / Banks Brokers / Distributors
For more information on roles on Plug, please see this article.
It is possible, from the Broker instance, to create Broker accounts for other users. These user accounts will be linked to the Broker account that initiates their creation.
This link will allow the Broker account creator to be able to easily assign products to the accounts it created.
- 1
- Login to your platform broker.particeep.com
- 2
- Click on User in the side menu.
- 3
- Here you can see the list of Broker accounts you have already created. Click on " +" to add more accounts.
- 4
- Choose whether you want to create accounts by manually providing a list of email addresses or by providing a CSV.
- 5
- Click on Confirm. Emails will be sent to the email addresses provided so that designated users can finalise the opening of their Broker account.
The CSV import
Importing a CSV file requires the file to follow a particular format. It is possible to access an example file from the user import pop-up, to do this click on Download an example file.
Role of accounts created
The accounts created will have the role of Sellers. For more information on roles and access on Plug, please see this article.