To create a new user find the menu - "System" -> User (manager)
All of your agents will be listed below. All agents created will be created for your business.
Click "New"
Enter a User Name
Password
"Create Salesperson" = the agent needs access to create files
Confirm Password
"Request Password Reset on next Logon" = Move this to true so agent can set their own password.
UserName, Email - Required
Phone Numbers not required
Select a Role - It will populate permissions below
Jr Roles - Require approval before sending the proposal
Sales Roles - Create and Edit Leads
Senior Sales - Have all permissions to access all leads/reporting (agent specific) /sharktank
Dashboard = Sales Rep
Logon Allowed From = Enter IP address of agent. IPChicken.com provides a simple method of seeing the IP address.
