Brokers can assist Employees in their accounts to make corrections if the data was added incorrectly and this is inhibiting the Broker's ability to process any Client items.
NOTE: Brokers MUST obtain permission directly from the Employee before accessing the Employee's account!
On the Client Dashboard, select Employee List from the orange context menu next to your desired Client.
Select the orange context menu next to the desired Employee's name and select Login as Selected User:
You'll receive the following legal notice and be notified that all changes made while under the Employee account will be logged.
Select I Agree. From that point, you'll be transitioned into the selected Employee account. The Employee receives an email notification that their FormFire account has been accessed.
Click here to see how you can contact our FormFire Customer Support team for technical assistance. If you need to reach any other department, please visit our Contact FormFire page for additional options.
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