Rebecca
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Articles
Recent activity by Rebecca-
How to Log In to FrontRunner from a Personal Device
Please note: You must have access to your FrontRunner account or work email to obtain a code when completing these steps! Users can easily sign in to FrontRunner from a personal device, such as a p...
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User Roles & Permissions
FrontRunner gives you the ability to assign your Team Members different permission levels based on their role in your agency. Below is a brief overview of each user role and it's permissions: ...
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How to Onboard/Train a New Team Member in FrontRunner
Once you've set up your new Team Member, you'll want to make sure they are properly trained on how to navigate and use the system. This can be done a number of ways: You can walk your new team memb...
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How to Restore a Former Team Member Back to Your Account
This article will provide the steps on readding a former team member back to your account. Scroll to the very bottom of the FrontRunner page and under Quick Links, click on Recycle Bin: Under Team...
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How to Update Billing Information/Credit Card
To update the credit card on file, please follow these steps: Go to Agency Setup Click on Step 1: Basic Agency Information Under Billing Information, select the button that says "Click Here" to up...
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Team Member Missing from Custom Leaderboard
If a team member is not appearing on your custom leaderboard, please follow the steps below: Click on Agency Setup (top right corner) Click on Step 2: Management Options In the orange header, sele...
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How to Set Up & Manage Custom Dashboards
SETTING UP A NEW DASHBOARD: Go to Agency Setup (upper right corner). Click on Step 2: Management Options. In the orange header, select Dashboards Click on the orange box that says Create New Dash...
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How to Submit & Approve a PTO Request
This article outlines the steps on how to submit a PTO request on behalf of someone else or yourself, as well as how to approve a time off request for a member of your team. If you are an Agent or ...
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How to Submit a PTO Request (TM)
To Submit a Paid Time Off (PTO) Request: Click on the Time Clock & PTO tab. Click on the green button that says New Request. Select how you wish to take the PTO (days or hours) Select the PTO cate...
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How to Remove a Team Member
This article will provide the steps on removing a Team Member from your account, as well as how to view the data for Inactive Team Members. Please note: When you delete a Team Member from your Fron...