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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...

  • Sending Messages to Agents

    Automated Emails to Agents Active agents will automatically be copied into any automated messages sent to parents, su...

  • 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...

  • Accessing & Editing Agent Profiles

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

  • 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 colu...

  • Agent Registration Form

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