Setting Up Members

Instructions: How to Add & Manage Members

This guide explains how to invite members to your Enterprise account, manage your back office, and control which products your agents can see inside Annuities Genius.

Step 1: Log In

1. Go to annuitiesgenius.com
2. Click Login in the top-right corner
3. Enter your credentials to access your Enterprise dashboard

Step 2: Create Product Decks (Required First)

Product decks control which carriers and products members can see.

By default, members see all products until a deck is assigned.

To create a product deck:

1. From the dashboard, go to Current Product Settings ▽
2. Select Manage all decks
3. Click Create New Deck
4. Select the carriers and products you want included
5. Click Save

⚠️ Creating a product deck alone does not change access. Decks must be assigned to members.

Step 3: Open the Members Section

1. Click your profile name/icon in the top-right corner ▽
2. Select Members

This section is used to invite members, assign roles, and control product access.

Inviting Team Members

To invite a new user:

1. Navigate to Settings → Members
2. Select “Enroll New Member”
3. Enter the user’s email address
4. Assign a role
5. Click Invite

As shown in your internal workflow, email and role selection are required to initiate an invitation

Roles:

Administrator

• Manages product decks and members
• Controls product visibility and access

Case-Design Manager

• Supports producers with case design
• Cannot manage decks or members

Producer

• Runs quotes and illustrations
• Cannot manage enterprise settings

⚠️ Only Administrators can manage product decks and member access.

Step 4:

Once invited, the user will:

1. Receive an invitation email
2. Click the secure registration link
3. Complete required fields (name, email, password)
4. Accept terms and finalize registration

User Registration Experience

After accessing the secure invitation link, the user will complete the registration process as shown below.

Steps

1. (Enter National Producer Number (NPN), First Name, Last Name, and Date of Birth, then click “Validate NPN”
2. Enter or confirm First Name and Last Name
3. Confirm the Email Address
4. Create a Password
5. Accept the License Agreement
6. Click “Register”

Step 5: Assigning Product Access

Once a team member has accepted their invitation, administrators can configure product access as follows:

1. Navigate to Settings → Members
2. Select the applicable team member
3. Review and confirm the assigned role
4. Under “Restrict agent to the following decks”, select the appropriate product deck(s)
5. Click Save to apply changes

Step 6: Manage Existing Members

From the Members list:

• ⚙️ Edit to update role or product access
• ❌ Remove to revoke enterprise access

Removing a member does not delete their account.

Need Help?

If an existing member already has an account and requires assistance linking it, please contact customer support with their full name, NPN, email address, and phone number. This information will enable us to locate their account in the system and facilitate the linking process.

You can contact us at:

📧 help@annuitiesgenius.com

📞 949-600-7707

💬 The chat feature is located at the bottom right corner of your dashboard.