Top menu >> Agencies >> Agency assignment

This feature allows you to create categories that allows you to assign staff user(s) to agencies. This can be helpful for not only reporting purposes but also when you would like specific quotes or order started by an agency to go to a specific staff member. 

Click Assignment

Click +Add a category

Enter the name of the category and click OK to the right of your page. 

When you view any agency you have the ability to assign staff users to the different categories setup. 

Select the staff user from the drop down menu. 

See also: