AGENT ROSTER
To get started, navigate to the Agent Roster by hovering on "Agents," and selecting "Active."


ADD AGENT INFORMATION
Begin by filling out information about the Agent, and keep in mind that fields marked in RED are required in order to save the Agent's profile.


CLICK SAVE
Upon completion, click "Save."


You can easily make any necessary changes/edits to the Agent's profile, including information such as their bio and headshot.


ADDITIONAL AGENT PROFILE MANAGEMENT
Notice that there are now options to edit an Agent's profile even further by adding Commission Schedules, Agent tasks, and even Agent Documents. Each of these topics will be discussed in other training lessons.


To terminate an Agent and remove them from your Active Roster, click the "Terminate" button located at the top right of the window.


COMPLETE TERMINATION
Make sure you are ready to terminate the Agent from the system, and click "OK."

TERMINATED AGENT ROSTER
To view the list of terminated agents, click "Terminated" on the Agents menu located on the main navigation bar. 


TERMINATED AGENT ROSTER
Agents that have been terminated will display on the "Terminated" Agent Roster.


If an agent has been terminated, but then later returns, they can be reactivated from the Terminated roster. Just click the edit button in the Action column on the row that corresponds with their name.

Click "Reactivate" to reactive the agent.

HOME
AGENTS
EDIT AGENT
EDIT AGENT
Agent TasksAgent DocumentsCommission DetailsReactivate

ADDING, UPDATING & TERMINATING AGENTS 
We'll show you how to add agents to your System roster, edit their details, and terminate them. Unlike System Admin Users, managing the Agent Roster does not require navigation to an Admin Link.
