The Dashboard Account Administrator

The Zendrive Dashboard Account Administrator has full access to all pages and settings. The Administrator can add and remove team members as required, and manage team members' access to Dashboard information.

How to Create New Managerial Roles

Both Personal and Commercial Lines Account Administrators can now create new managerial roles based on their requirements, and specify pertinent information for each role. To add a new member to either Personal Lines or Commercial Lines, perform the following tasks:

1. Login at app.zendrive.com using your Zendrive login credentials.

2. From your dashboard view, click on the ⋮ menu in the top-right corner.

3. Select Settings.

4. In the Settings menu, click on the Managers tab in the left pane.

5. In the Managers tab, click on the ADD button. The Add Team Member dialog pops up.

6. In the Add Team Member dialog, fill in the details for First Name, Last Name, Email, and Role.

   • Under Role, you may choose Admin, Claims Adjuster, Customer Support, Insurance Admin, Operations Manager and Product Manager.

7. Select the reports you want your new member to access, such as Weekly Insights, Downloadable Reports and Collision Emails.

8. Click the Save Changes button, as shown in the following screenshot: