Skip to main content

Onboarding partner

Add agents to your account​

  1. Click on your account name at the top of the screen to open the account menu.

  2. Select “Manage Users” from the account menu.

    Manage Users screen

  3. Click the “Add user” button to begin adding a new agent.

    Add user button

  4. Fill in the required details for the new agent such as name, company email address, and other required details.

    Required field details for new agent

  5. Click Submit. The new agent will receive a welcome email with login instructions.

    Login instructions email

  6. That’s it! Your new agent can now log in, access their affiliate link, and start submitting applications on behalf of clients.

Note: Each agent’s dashboard will only show the applications they personally submitted. They will not see applications submitted by other users in the same company.