From the agency profile, click on Agency Members
To modify an existing agency member's details, click on their name or use the Actions column for key actions like updating login details, changing their company & role, or adjusting their HR Status (e.g., Hired, Resigned).
Assigning an HR Status that indicates an agency member is no longer with the company will automatically revoke their system access. It's crucial for Agency Admins to regularly update their team's HR Status to ensure data safety and security.
To create a new agency member, click on New Member
Step 1 gathers basic information about the agent. In Step 2, you assign the new agent, or agency member, to a company, granting access and defining their role.
