This guide will walk you through the process of setting up an Agent in the Partner Portal.
Creating a New Agent on the Partner Portal
Log in to your Partner account.
Head to the Agent Management tab.
Click on +Agent.
Enter the new agent's details, including a password.
Click Create.
The new agent has been successfully created.
Viewing an Agent on the Partner Portal
Log in to your Partner account.
Go to the Agent Management tab.
Click the eye icon next to the agent's name to view their details.
The agent's account information will be displayed.
To manage access, head to the Permissions tab to set the agent's permissions.
Setting Permissions and Company Group Permissions for an Agent
Log in to your Partner account.
Go to the Agent Management tab.
Click the pencil icon to edit Partner Portal permissions.
To grant full access, enable All partner permissions (this will automatically assign the Super Administrator role).
Adjust the permissions as needed, then click Save Changes.
To assign a company group, click +Assign.
Select the desired Company Group.
Additional customizable permissions will appear—adjust them as necessary.