How to add and disable users in the Agency Portal

Follow the steps below to add and disable users in the Agency portal.

Please note

Only users with the Management role can add or disable users.

How to add an Agency Portal user

1. From the Admin menu, choose Users.

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2. Click the Add User button located on the top right.

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3. Enter the required details of the new user. Make sure to choose the correct Role from the dropdown menu.

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4. Click Add User once the details have been added.

 

How to disable an Agency Portal user

1. From the Admin menu, choose Users.

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2. Click Disable next to the user you want to disable.

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