Agents
Add team members and control what they can do.
- Add an agent and set permissionsGive a staff member their own agent login and control what they can access.
- How to create a new group?In order to create a new group for agents, on the left NAV click on Settings > Agent Groups and then click New on the…
- Edit an agent group's detailsUpdate an agent group's name, description, or contact info.
- Add or remove agents in a groupManage which agents belong to an agent group.
- Disable or delete an agentRemove an agent's access without deleting them, or delete them entirely.
- How to delete an agent group?In order to delete an existing agent group, navigate to Settings > Agent Groups and then click on the group you want to…