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How a service bureau can view office info

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If you are a service bureau or you have multiple offices setup under a master EFIN, begin by logging onto the TPG website as a "Service Bureau". This gives you the ability to view information including reports for your entire business or you may drill down and view information for a particular office.

After logging onto the TPG website as a service bureau, click your master EFIN and company name to switch to the ERO View. In this example the office has two master records associated with the main office. 

 

Click "Switch to ERO View" to view information for a specific office under either one of these master records.

 

 

You will notice that the menu changes color, indicating that you are viewing the TPG website as one of your office locations. In the example below the website is displaying information for EFIN "000001". When the office information is clicked a similar menu is displayed that allows you to: 

  • Switch to Master View - Switch back to master view where you can view master-level reporting for all offices and profile information for your main 
  • Search by EFIN - Search for a specific office by clicking this menu item. Note: you can search by EFIN, company name or the office's software/program.
  • Select an Office - Select an office to view the TPG website as a particular office

 

You will notice that the menu changes color, indicating that you are viewing the TPG website as one of your office locations. If an office has multiple records it will be identified with an orange triangle. Click on the office to view and select the specific record that you would like to view.

 

 

 

 

 

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