How do I add an agent to our office/team account?

Adding a user to the team/office account is simple and can be done by following the steps below:

NOTE: You must be logged in to the administrative/team leader account to add users within the office account.

  1. Select the Users tab in the top navigation menu.
  2. In the sub menu tab click on the Add User link.
  3. Enter in the required agent information. Note: All required fields are marked with a red asterisk (*).
  4. Press Save when done.


Feedback and Knowledge Base

Our support team is available from:

Monday–Friday, 8am–8pm CST
Saturday–Sunday, 8am–5pm CST

Phone: 800-379-0057