Add an agent and set permissions Last updated: Aug 16, 2026

Give a staff member their own agent login and control what they can access. Each active agent uses one licence.

1. Go to Settings > Agents and click + New.
2. Enter the agent's First Name (required), Last Name, and Email (required).
3. Set permissions: start from the Minimum or Maximum permission template, then fine-tune the Basic Permissions dropdowns for Assets, Clients, Reports, Properties, and Tags.
4. Set Super User and Reseller Portal access, and the Integration access for Azure, LogMeIn, Websites, and Zapier.
5. Save. New agents must verify their email before signing in (see Agent has unverified e-mail).

Watch Licenses usage at the top of the Agents page and add seats from Billing if you run out.