2. Creating an Agent

To let their colleagues access the dashboard, administrators can create agent accounts.

As an administrator, once you log into the Dashboard, you can add new agents so that additional users at your company can access the Dashboard.

Add an Agent:

  1. Login to your Dashboard under a user with administrator privileges.
  2. On the left side of your screen, in the navigation menu, click on System. A new page will load.
  3. Click the Add Agents button:
  1. Fill in the form fields with the information of the new agent (Email, Name):
  1. Click Yes.
  1. The agent will receive and email so they can activate their account:
  1. Success! A new agent has been added to the dashboard.

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