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Adding Community Members

How-to add Community Members to your Policy

STEP 1 - Select the Policy you want to add a Community Member to from your list on the Dashboard

STEP 2 - Click on the COMMUNITY button and then the ADD PERSON button

STEP 3 - Add the Community Member's details and

When the "Notify" toggle is selected, we will send an email to the Community Member upon them being added. 

STEP 4 - Agree to the Terms and Conditions & Privacy Policy and click the ADD button

The new Community Member will be visible in your Policy Dashboard

Dr. AI Bob