ALERT: Manage Broker > Access Lists

Broker lists save you time as you work with ALERT. If you have read/ write permissions, you can assign a list of brokers access to an account on the Accounts and Broker Access page.

To view the broker list, select Manage Lists > Broker List from the Utilities menu.

ALERT displays a list of all broker access lists on the Manage Broker Access List(s) page. The tasks you can perform on the Manage Broker Access List(s) page include:

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All broker access lists appear on the Manage Broker Access Lists(s) page.

  1. Select the check box to the left of the list name.

  2. Click View.

    The View Access Broker List page shows all brokers in the list.

  3. Click OK.
  1. Click Create New.
  2. On the Create new Broker Access list page, enter a unique List Name.
    1. Search for brokers to include in the list:
      1. Select Acronym or Organization Name from the Search for drop-down list.
      2. Enter a full or partial acronym or organization name in the search field.

        If you do not enter a name in this field, ALERT returns all brokers.

      3. Click Search.

        ALERT returns a list of brokers that match the search parameters.

  3. Add brokers to the broker list:
    1. To add brokers, select one or more brokers in the Available pane and then click Add.
    2. To remove brokers, select one or more brokers in the Broker List pane and click Remove.
  4. Click Save.

    The list appears on the Manage Broker Access List(s) page.

  5. To edit the broker access list, click the link in the Name field.
    Note
    A limit of 100 broker acronyms can be added or removed at one time.

You must have read/ write permissions to delete broker access lists.

  1. Select the check box to the left of the list you want to delete, or select the top-level check box to delete all broker access lists.
  2. Click Delete List.
  3. In the Delete Broker list Confirmation prompt, click OK.