Logging in on behalf of an Employee as a Broker

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.

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.