Agency & Agents
- Yonatan Sklar |
- 10 steps |
- 2 minutes
1
Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
2
Click "Agency"
3
Click "edit" to edit your existing agency.
When adding a new Agent make sure you have a subscription plan to cover additional users. If not, the system will prompt you to update your subscription.
4
Click "Add Agent" to add a new agent to your agency
5
Select whether you want the user to be an admin, agent, or view only account.
6
Click the "Username" field to choose a username.
7
After filling out all of the fields, click Submit to save the new employee.
8
Besides for editing an agency, you can Click "Add Agency" to add a new agency.
9
Click "Submit" after entering the new agencies information.
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