Users / Branches

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Access Pulse
Access Hub

HQ /REPS & CONSULTANTS

HQ Hub Users

Reg HQ
Appr HQ Hub
Remove HQ

HQ Pulse Users

Change Alloc:

Reg User
Remove User

Change Alloc:

Step 1: Chge alloc
Step 2: Chge Existing

Consultants

Reg Consultant
Appr Consultant
Delete Consult

Reps

Reg Rep
Appr Rep
Remove Pipeline
Remove Manual

ADVISORS/AGENTS

User Maintenance

Register BA/CM
Remove BA/CM

BRANCHES

Step 1: New/Edit Branch
Step 2: New/Edit Branch
Delete Branch
Add Region