09 · Bring your team
Team, Directory & Permissions
Manage your directory (appraisers, carriers, adjusters, umpires), invite staff and VAs, set permissions, and switch workspaces.
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Managing Appraisers Directory
Add and manage other appraisers you work with.
Managing Carriers Directory
Store insurance carrier information and assign business profiles.
Managing Adjusters Directory
Track desk adjusters and their carrier associations.
Managing Umpires Directory
Build your list of umpires for selection requests.
Saved Invoice Recipients
Save frequently-used billing entities for quick selection.
Team Management & Invitations
Invite team members and manage their roles.
Importing Directory Contacts
Import adjusters, appraisers, carriers, and umpires from CSV files.
Appraiser & Umpire Research
Research opposing appraisers and umpires using public directories and verify credentials.
VAs and Staff: What Your Assistant Can Do For You
Staff and VAs can handle scheduling, messaging, documents, and file uploads on behalf of the owner. Here is what is on by default, what requires a permission grant, and how identity works on outbound emails.
Permissions Reference: What Each One Lets Someone Do
Quick-scan reference for every granular permission in AwardLettr. Use this when granting access to a new VA or auditing what an existing staff member can do.