As a Super Agency Administrator, you are responsible for creating sub-agency accounts for your agency.

 

Sub-Agency accounts are managed via the “Sub-Agencies” link within the Admin section of the navigation. Here you can create a new sub-agency, edit and delete it, create and manage sub-agency users, and assign and manage licenses. You can also view an Activity Log of the sub-agency, which shows user activity within the platform.

 

Add a New Sub-agency

  • Click the “View Sub-Agencies” tile on your dashboard or navigate to Admin > View Sub-Agencies.
  • Click the “+Add Sub-Agency” button on the “Sub-Agencies” page.
  • Enter the sub-agency’s name, country, and state/province.
  • An agency ID will appear already filled in and the “Active” box will be checked.
  • Fields will appear to add the “Agency Administrator/Monitor.” 
    • Select the Sub-Agency Role, Agency Administrator, or Agency Monitor (See the User Type section for more information on user roles)
    • Enter the first name, last name, and email address of the user who has been selected for this role.
    • When the user logs into their account, they will have access to only their sub-agency and will not have access to other sub-agencies. 
    • Each sub-agency can have up to two Agency Administrators.
  • Next, in the “Add License” section, select the product or products for which you are assigning licenses.  
  • When the product(s) is selected, the product will display below 
  • Fields will be visible for you to enter the “License Quantity” for the sub-agency you are setting up.
  • Click “Save.” 
  • The sub-agency will be added to the list of sub-agencies and an email will be sent to the user who was added as the Agency Administrator or Monitor informing them of the account set-up and their platform access information.