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Adding a User

 

  • Step 1: Click Agents/Teams tab.
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  • Step 2: Click on New Agent.
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  • Step 3: Enter the user's information.
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  • Step 4: Click on Choose Role to select the user's role.
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  • Step 5: Assign the user's office and team (if applicable).
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  • Step 6: Click Add & Activate.
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Success! The user's account has now been created.

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