What is an Organization?
An Organization is a centralized account with designated leaders who have the ability to assign students to whoever needs access. It is built to be flexible for any type of team - Agencies, Branch Offices, Call Centers, and Home Offices.
How to Create an Organization
Go to the A.D. Banker for Business portal and create or sign in to your A.D. Banker account. You will be prompted to name your Organization.
Invite your Team
Once your Organization is created, you can invite your team members to help manage students through the process. You will be given the option to set a user role for the person you are inviting. User roles help you control permissions:
Can view, edit, invite, remove, and assign all students, can view, edit, invite, and remove managers, change manager permissions
Can view, edit, invite, remove, and add manager access for all students, can view other managers
Can view, edit, invite, remove, and add manager access for assigned students, can view other managers
Can view assigned students