Creating a Team

SETTINGS > MY TEAM > INVITE TEAM MEMBERS > SEND INVITATION

Step 1

After logging into your agent portal, you will automatically be directed to the Dashboard. From the Dashboard, navigate to the upper-right corner drop-down menu.

Step 1

Step 2

Select "Settings" from the drop-down menu.

Step 2

Step 3

Once you're in Settings, select the last option on the left-hand side, "My Team."

Step 3

Step 4

Select Invite Team Members.

Step 4

Step 5

Fill in the required fields & Send Invitation once completed.

Step 5