This walkthrough shows you how to add or remove a line of authority from a specific transaction
This article will detail how to:
I. Add or Remove a Line of Authority (LOA) to a transaction
II. Add a Line of Authority (LOA) to an existing license
Heads up: If you want to permanently add or remove a specific line of authority (LOA) please email us so we can adjust your mapping!
Adding or removing a Line of Authority (LOA) from a transaction
Step 1: Within the "Producer Detail Record", under "Actionable Transactions", find and select the hyperlink of the transaction you wish to add or remove the LOA.
![](https://help.agentsync.io/hubfs/FAQ-%20I%20want%20to%20add%20or%20remove%20a%20specific%20Line%20of%20Authority%20(LOA)%20from%20a%20transaction%205-jpeg.png)
Please note, an LOA cannot be added to a transaction that has been submitted. You need to create a new transaction which we will cover in "Adding an LOA to an existing license" below.
Step 2: Navigate down to "NIPR Transaction Lines of Authority" near the bottom of the page.
Step 3: Find the LOA you would like to add or remove. Using the carrot drop-down, select edit. To add the LOA, select the "Include" checkbox and press save. To remove the LOA, uncheck the "Include" checkbox and then press save. 4. Step 4: Navigate back to the "Producer Detail Record." You are ready to submit your transaction!
Adding an LOA to an existing license
Step 1: Navigate to the "Producer Detail Record" of the license holder.
Step 2: Find and select "Create New License/Renewal Transactions"
Does your producer already have the Line of Authority category you are selecting? That's okay, AgentSync will pick it up.
![](https://help.agentsync.io/hubfs/FAQ-%20I%20want%20to%20add%20or%20remove%20a%20specific%20Line%20of%20Authority%20(LOA)%20from%20a%20transaction%204-jpeg-3.gif)
Step 4: You will now see the transaction under "Actionable Transactions". Select the "Transaction Name" hyperlink you just created.
![](https://help.agentsync.io/hubfs/FAQ-%20I%20want%20to%20add%20or%20remove%20a%20specific%20Line%20of%20Authority%20(LOA)%20from%20a%20transaction%202-jpeg-3.gif)
Step 5: Navigate down to "NIPR Transaction Lines of Authority" near the bottom of the page.
![](https://help.agentsync.io/hubfs/FAQ-%20I%20want%20to%20add%20or%20remove%20a%20specific%20Line%20of%20Authority%20(LOA)%20from%20a%20transaction%205-jpeg-4.png)
Step 6: Find the LOA you would like to add. Using the carrot drop-down, select edit. Click the "Include" checkbox then press save.
![](https://help.agentsync.io/hubfs/FAQ-%20I%20want%20to%20add%20or%20remove%20a%20specific%20Line%20of%20Authority%20(LOA)%20from%20a%20transaction%206-jpeg-May-10-2022-02-16-10-17-AM.gif)
Step 7: Navigate back to the "Producer Detail Record". You are ready to submit your transaction!