Remove Company Insurance
Objective
To remove insurance information for a company at the company level.
Things to Consider
- Required User Permissions:
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
OR - 'Admin' level permissions on the Company level Directory tool.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
Steps
- Navigate to the Company level Directory tool.
- Click Companies.
- Locate the company with the insurance you want to remove and click Edit.
- Click the Insurance tab.
- Locate the insurance record you want to remove and click the RED 'X' at the end of its row.
- Click OK in the confirmation window.