Top menu >> Agencies >> View agency >> +Add a manager


How to add a manager. 


Click View from the agency page for the agency you want to add a manager for. 





Click + Add a manager


If this person is already a rep you can make this user Also a manager




Enter the first and last name 


Manager is also a rep: check this off if the user receives referrals or adjustments and you are planning to enable this user to view these. 


Sales commission: hide or show the sales commission for this user.




If you want the agent to log on you can choose to Invite by email (default), enter the email address. Finish


This will send an email to the agent with a link that will allow them to create their own password and log on to your RPM. 

 




If you do not want your agent to log on, or you would like to create a custom username and password, choose Manual password from the dropdown. 


Click Finish when done. 





A unique username is required warning


It can happen that the automatically generated username (combination of first and last name) is already taken. You can modify the username however you see fit by either removing part of the first or last name or simply adding numbers to the name. 


Click Finish when done.