Learn how to add agent profiles, transfer clients, impersonate agents, and more.
How to add agent profiles
Step 1: Navigate to the ACCOUNT tab
Step 2: Select Admin Settings
Step 3: Click on the Add New tab
Step 4: Lastly, add their contact information, website, etc. to create a new agent profile!
Need to delete an agent’s profile? Contact our support team by email at [email protected] or open a live chat to request!
Transfer clients between agents
If an agent leaves the company, you can reassign their clients to another agent on your team. Click the drop-down menu to the right of the agent's name and select the "Transfer" option.
Impersonate agents
Access an agent's account to review their client engagement, adjust digest settings, etc.
“Pending agent status”
An agent marked as "Pending" indicates they have not yet logged into their account or accepted our Terms of Service.
Need help?
Send customer support a direct message using the pink icon located at the bottom right corner of your screen.