How to Add Trustee(Internal-Professional)
📝 Steps to Perform
Click Trustee (Fiduciario)
Follow the steps shown in the screenshot
To check the list of your trusted persons, navigate to the Trustee section (Fiduciario)
To delete an internal professional, click the delete button in the Action column.
Once you add an internal professional, they'll receive an email invitation. They need to accept it before they can work on the claim
Trustee (Fiduciario) can access the portal and see its assigned claims.
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