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Managing agents on the platform

Find out how to add new agents and make them "super agents" or remove them.
Written by Valentina Altamirano
Updated 3 months ago
Needs "superagent" privilege

First of all, log in to our Agency Portal using your Superagent credentials.

Invite New Agents Process

1. When logged in the Agency Portal as a super agent, you will be able to see these options in the top navigation menu:

2. Click the “Invite New Agent” or "Invite new superagent" button.

3. Enter Agent’s work email address in the dialog. You can add more than one email at the same time using a comma to separate them.

4. New Agent’s invitation will be listed as pending

If you want to upgrade an agent to "superagent" when it's already created, you can use the + icon under the superagent column, at the right of the selected agent.
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