When creating a new user, please keep in mind that every user needs to be assigned to a Security Group. You may want to review this article before creating a new user.
Create a New User
- From Profile & Settings icon, select Settings.
- Select Settings and then click on Users.
- Create the new user.
To add a new user click on the Create New button.
Add First and Last name of the user and then enter the user’s Email address in both the Email and Username fields. We highly recommend setting the user’s email address as the username.
- Assign the user to a security group.
Next, select the appropriate Security Group. For users assigned to the Agent CRM security group, you'll also need to select the corresponding agent name in the list of Accessible Agents. If the name is not present then you will need to create the agent name under the Agent tab.
For accounts with the Commission Processing module only, if you want the user to see their own commission statements then check the corresponding agent name in the list of View Agent Commission Statements. If the name is not present then you will need to create the agent name under the Agent tab.
- Assign User to a Team or add Manager Rights (Optional).
Next, add this user, if appropriate, to any team(s) you have created.
You may also want to give manager rights. This is something you will not typically do until all users have been added. Any time a user is added to your AgencyBloc account his/her name will appear in the manager’s check box. If you check any of the users here then their name will also appear in the dashboard pull-down along with Me Only, Me and My Teams, and Only My Teams. A manager can see the activities of any selected user on their own dashboard.
- Select active then save.
Lastly, make sure the Active box is checked. If it is not checked the user will not have access to your account.
To complete, select Save & Email Login Info. The new user will be sent an email with a temporary password and login instructions.