Vendor Admin -MY MEMO

Employee Management

• Add new employees
• Manage employee details
• Maintain employee records
• Update employee information when required

Broker Management

• Add new brokers
• Manage broker information
• Update broker details
• Maintain broker records
• Assign brokers to customers

Customer Management

• Add new customers
• Manage customer details
• Maintain customer database
• Update customer information
• Organize customer records

Customer–Broker Sync

• Sync customers with assigned brokers
• Maintain customer-broker relationships
• Update synced data easily
• Keep records organized and up to date

Broker and Customer Management

• Manage broker-customer mapping
• Update assigned broker details
• Maintain relationship history
• Improve workflow coordination

Profile Management

• Update admin profile details
• Manage account information
• Secure login functionality
• Logout option available