How can we help you?

How a service bureau or a business with multiple offices can view office info

Follow

If you are a service bureau or you have multiple offices setup under a master EFIN, begin by logging in to the TPG website. Once logged in, use the profile icon at the top right side of the page to navigate to businesses you own

 

Select the profile icon to reveal the menu. You will see the Switch view feature if:

  • You own more than one business enrolled with TPG
  • You are enrolled with more than one software provider
  • You have enrolled in more than one pay-by-refund program with TPG

switch-view.png

 

You will only see information for businesses you own in this area. If you see a triangle icon next to a record that indicates an ERO office has more than one software provider and/or is enrolled in more than one pay-by-refund program.

Hover over the section with the triangle to reveal additional records. 

switch-view-demo.jpg

 

Select a record to switch to that profile. Once selected you will be viewing the TPG website with information that relates to that specific record. switch-the-view.jpg

 

When you are looking to return to your default view simply select the profile icon and select "Switch to default view" to return to your default view. 

 

default.jpg

Service bureau search for client info

If you are a service bureau and you are looking for client information for businesses you do not own you may find client information using the search bar from the dashboard or from the Reports page.

Screen_Shot_2022-01-13_at_11.26.07_AM.png

 

When clicking into the search bar from the dashboard you will have the option to search for client by EFIN. If you are a super service bureau there will also be a label to indicate whether the client is a Master (service bureau) or Client site (ERO office).

 

Screen_Shot_2022-01-13_at_11.31.22_AM.png

 

Selecting an EFIN will open a dashboard overview with a brief summary of information for a specific office. TPG will continue to add more information to this dashboard overview throughout 2022. 

 

Selecting the "Switch to client view" button will switch your view of the website. When the page refreshes you will be viewing the TPG website as a particular client.

 

Switch-to-client-view.jpg

To return to your original view select the Profile icon from the top right side of the page and select "Switch to default view" to return to your default business owner view.

default.jpg

More features will be released regularly throughout 2022. 

 

 

Was this article helpful?
0 out of 2 found this helpful
Have more questions? Submit a request