How to add an Agent?

This article will walk you through the steps of how to add an Agent to your portal.

Updated over a week ago

As a Partner, you have the ability to add Agents (this can be any of your staff members, team members, or account executives) to your portal.

Please take note that only the Partner admin has the authority to add Agents to the portal. Agents or Agent Managers are not permitted to access this tab.

Each Agent will have a unique sign-in to the portal, and can only have access if you invite them. Based off of the subscription plan you're on, will determine the number of Agents you can have in your portal. As a Partner, only you will have visibility on your Agents, portal owners do not.

How to View Your Agents

First, you will want to go to your Sidebar and select the Agents section. Once on the page, you will see a list of Agents associated that are part of your organization. Here, you'll be able to see a list of all your agents.

When you start adding Agents, they will have 2 different statuses- Invited and Active.

  • Invited: you've added the agent's information and an email has been sent to them. They have NOT completed their account setup in this status and do not have access to the portal yet.

  • Active: the agent has been invited, received their email, and has set their password up. After their password has been set, account setup is complete and they will now have access to log into the portal.

Screen Shot 2022-10-31 at 9.59.46 AM

Adding an Agent

On the top right-hand corner of your screen, there is a button that says "Add Agent". After selecting it, you will be prompted to invite the agent to your organization by entering their:

  • First Name

  • Last Name

  • Email

  • Phone Number (11 digits including your country code)

Screen Shot 2022-10-31 at 9.59.58 AM

All fields are required to invite an Agent to the platform.

Agent account registration

As stated above, agents will receive an email, informing them that they have been invited to join your portal. The email will prompt them to set up a password which will then complete their account registration.

After the initial email is sent to the Agent, please inform them, that they'll have limited time to complete their account setup.

For more information on Agent Visibility, check out the following article.

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