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Managing Agents

  • Agent Directory

    Managing Agents through your Agent Directory You can find agent accounts directly through the 'agent directory' setting.  To do this begin by...

  • Sending Messages to Agents

    Automated Emails to Agents Active agents will automatically be copied into any automated messages sent to parents, such as status notificat...

  • Linking, Activating and Deactivating Agents

    Linking an Agent to an Applicant via the Agent Profile In case an applicant applies and is not initially linked to an agent they are workin...

  • Accessing, Editing, Merging Agent Profiles

    Accessing Agent Profiles The agent profile can be accessed by clicking on the agent name displayed in the roster. You can also access y...

  • Filtering by Agent in Roster and Analytics

    Viewing the Agent Name on the Roster To show which agent is working with each applicant, it is possible to add a column to the roster. Navi...

  • Agent Registration Form

    Customising the Agent Registration Form If you work with agents and would like to use the agent mode, please send a request to us at suppor...