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Adding a New Agent or Staff Member

Add agent, staff member

Liam Templeton avatar
Written by Liam Templeton
Updated yesterday
  1. Select People from the left side menu

  2. Click the Plus (+) button in the top right hand corner, then select People from the dropdown menu

3. Select the Account type, and type in the branches this new person will have access to. Click to select. and fill out all required fields. Once all information including email address has been completed, click on Save & Close

4. Click on the three vertical dots next to the new person's name and select Send registration. The registration link will be sent to their email address

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