Add new users to your account to ensure everyone has the access they need. Users are your coworkers, downlines, uplines, agents, etc., who will need access to your AgencyBloc account. If you are a single-user agency, then you can skip this video.
Note: Each user level does have a monthly cost associated with it. Read our User Types article, consult your Client Success Manager, or contact our Support team to learn more.
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Video training series for Initial Setup
- Creating New Users in AgencyBloc (3:31) You are here
- User Security Groups & Settings (3:51)
- An Introduction to AgencyBloc's Help Center (2:29)
- Adjusting Your Screen & Navigating Your Account (4:14)