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ProtectHealth
Admin
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ProtectHealth Admin
Staff
, On the roster
, With a direct phone
, With a booking link live
, Contacts they own
, Still falling back to house
The campaign button follows this order for every client: the broker's booking link, then their direct phone, then the site's booking page. Set a booking link below and every future birthday and holiday email to that broker's clients starts pointing at their own calendar.
+ Add a broker login
🔐 Admins — who can see the whole book
An admin sees every contact in the company under /admin, can reassign owners, and can
grant this same access to someone else. Their own CRM at /app stays personal — being an
admin does not put other brokers' clients on their desk. An admin does not have to be a broker.
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