i65

Within the i65 system, you can add as many professional users to your i65 organization account as you would like – it does not change the price you pay for your annual memberships.

To manage users, please follow these steps.

Manage Administrative Users:

Admins have abilities within the i65 system that professionals users do not.  Admins can:

• Manage account levels and billing
• Add, edit or delete other admins and users
• Edit the organization custom settings including white labeling i65, changing the organization's name and logo, creating bcc emails, setting up legal disclaimers, and more
• Request the customization of Medicare marketing materials

Add a New User or Admin:

1. Log in as as existing i65 admin.  
2. Go to the "Admin" tab using the blue navigation bar.
3. Click on the orange "Add Professionals" button.
4. Add the professional's contact information, including first name, last name, email address. Choose whether the new user is a user or an admin from the dropdown menu, and then click on the orange "Add User" button.

Edit an Existing User or Admin:

1. Log in as as existing i65 admin.  
2. Go to the "Admin" tab using the blue navigation bar.
3. Click on the orange "Manage Professionals" button.
4. Click on the orange "View" link next to the user that you would like to edit.
5. You may make the following changes to any of the user account:
   • Edit the user information with the exception of the user's email address. (To make changes to a user's email address, please open a support ticket and the i65 support team will assist you.) 
   • Resend the activation invite email or link to a user who is within the system but has not yet set up their i65 account.
   • Change the role of the user from a user to an admin, or an admin to a user.
   • Activate or deactivate the user account by checking the box next to the "Active" text.
   • Delete the user — Please note that when you delete a user, it is permanent. Any clients assigned to this user account will shift to the admin's account.