Managing Agency Members and Secondary Accounts

Learn how to effectively manage your team by unlinking secondary members into solo accounts and adding new secondary members to your agency. This guide provides step-by-step instructions for navigating the Control Panel to maintain accurate and updated member records.

NIGP Chapters
19 steps
36 seconds

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Unlinking Secondary Members

Access People tab in Control Panel

Click "People Manager"

Click "Member Options"

Select "Level Changes" from dropdown

Select "Unlink a Secondary Member into a Solo"

Click "Select" next to Member field

Search for and select the member

Choose "Individual Membership" from New Type list

Click "Save"

Click "Ok" to confirm completion

Adding Secondary Members

Navigate to Primary Member profile

Click "Additional Members in Your Account"

Click "Add Secondary Member"

Select Relationship type

Enter First Name, Last Name, and Email for new member

Click "Save" on Add Secondary form

Click "Save" to apply changes

Click "Ok" to finalize