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