person-circle-plusAdd Agent

This page provides the form an agency manager uses to onboard a new team member. It is a core administrative function within the Agency Dashboard, and its design is focused on speed, simplicity, and centralized control.

The Add Agent tool is designed to make growing your team a fast and simple process. From your Agent List dashboard, you can seamlessly onboard new team members and grant them access to your agency's powerful resources and subscription benefits.

The form is intentionally streamlined for your convenience. To create a new agent account, you only need to provide four essential pieces of information:

  • The agent's Name

  • Their professional Email address (which will serve as their username)

  • Their Phone number

  • An initial Password for their account

Once you click Submit, the agent's profile is instantly created and linked to your agency. This feature gives you centralized control over your team roster and makes the onboarding process both secure and incredibly efficient.

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