Table of Contents
Accessing SettingsUser Account SettingsMaster Account Settings & License TypesAdding AgentsEdit/Delete AgentAccessing Settings
Click on the drop down arrow in the upper right header menu and select 'Settings'
User Account Settings
Master Account Settings & License Types
Click on the 'Agents' tab to manage your team members
Adding Agents
You can add agents using the fields under the 'Add an Agent' section
Master Acct holders can add/edit/delete other members here (use the orange icons to edit/delete, and below fields to add new users)
Master Acct holders can add states or add-on's to the account
Agent Accounts are paid (2 included on Team plan) licenses and have access to all states/features of Master Acct holder
Marketing licenses are free and allow a way for sales and marketing to coordinate on an account without using an agent account.