Knowledge Base
Creating an Agency and Managing Users
Section 1: Create Your Agency
1
Log in to your account and navigate to your profile.
2
Click on the Create Agency button to begin.
3
Fill Out the Agency Form
- Upload Logo: Click to upload your agency's logo.
- Name and Web Address: Enter your agency's name and provide its web address.
- Select Location: Use the map feature to choose your agency’s location.
- Additional Details: Complete the TRR and ORN fields if you have the required information.
- Agency contact details: Enter a general phone number and email address that will be used for agency contacts.
- Description: Provide a short description of what your agency does.
4
Complete Creation
- Confirm the details and press Create Agency.
- A notification will confirm that your agency setup is complete.
Section 2: Manage Agency Users
1
In the management dashboard, select the Members tab.
2
Invite New Users
- Click Invite by Email.
- Input the email addresses of prospective members, then click Invite.
3
Track User Status
- Active Users: View users who have joined your agency.
- Pending Invites: Monitor pending invitations under the Requests tab.
- History: Visit the History tab to see past interactions with users.
4
Remove Users
If necessary, remove a user by clicking the cross icon next to their name and confirming the action.
