Settings
Written by rob g
Updated at June 1st, 2023
In this category:
Table of Contents
Accessing Settings
Click on the drop down arrow in the upper right header menu and select 'Settings'
User Account Settings
Agent Accounts cannot change their email address, this must be done by the Master Account holder (purchaser)
Assign To Fields
The assign fields are to enable a small amount of communication between different production units. For example, someone from the business development unit can have an account assigned to a producer at the appointment stage. Or a producer can have an account assigned to their marketing rep at the quoting stage.
User Time zone
This setting affects scheduled events (appointments and follow ups).
Master Account Settings & License Types
Click on the 'Agents' tab to manage your team members
Adding Agents
You can add agents from the Agents tab
Click the Invite an Agent button to open the form:
The agent will receive an invite email immediately. Clicking on the verification link will accept the invite and the new agent will create a password for login.
Edit/Delete Agent
Use the orange icons next to the agent to Delete (X) or Edit (notepad icon). Editing will allow you to transfer an agent account from one user to another to retain things such as saved searches and flagged accounts.
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