How to create a new admin agent Last updated: Aug 16, 2026

An agent with permission to edit the company or edit agents can add a new agent by navigating to Settings, and selecting "Agents".

On the Agents page, click on the "New" button.

You can also add agents by clicking the "+" on the top nav, and selecting "Agent".

Once the New Agent form pops up, you must enter at least a first name and email address to save the new agent. The agent will receive an invite to get signed in once you click Save.