Vendor Admin - MY MEMO

Employee Management

• Add new employees • Manage employee details • Maintain employee records • Update employee information when required

Broker Management

• Add new brokers • Manage broker information • Update broker details • Maintain broker records • Assign brokers to customers

Customer Management

• Add new customers • Manage customer details • Maintain customer database • Update customer information • Organize customer records

Customer–Broker Sync

• Sync customers with assigned brokers • Maintain customer-broker relationships • Update synced data easily • Keep records organized and up to date

Broker and Customer Management

• Manage broker-customer mapping • Update assigned broker details • Maintain relationship history • Improve workflow coordination

Profile Management

• Update admin profile details • Manage account information • Secure login functionality • Logout option available