This manual is intended for site managers and site administrators who are responsible for configuring and maintaining the Navigator Platform at their organization. It covers the administrative tools and settings available to back office staff, and is not intended for advisors or assistants submitting new business.

If you are setting up the platform for the first time, the Site Settings section is a good place to start. For day-to-day administration tasks, use the navigation menu on the left to find what you need.