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Managing Office & Admin Settings
In This Article
Adding a New Office to DepositLink
- Step 1: In the left sidebar menu, select the Offices tab.
- Step 2: Click the +New Office button.
- Step 3: Enter the new office information in the next window.
- Step 4: Click the Create New Office button.
- Step 5: Once the office has been added. Click the View Details link.
Adding a New Office Admin to DepositLink
- Step 1: In the left sidebar menu, select the Agents/Teams tab.
- Step 2: On the next page, click the +New Agent button.
- Step 3: Enter the admin’s First and Last Name, Mobile Phone Number, License Number (optional), and select their Role and Office.
Clicking Add & Activate will send a welcome email from DepositLink to the user to create a password.
Clicking Add as Inactive will add the user to the account as Archived. No activation email is triggered.Success! You have added a new Office Admin.