Carey Group

As a Super Agency Administrator, you are responsible for creating sub-agency accounts for your agency.   Sub-Agency accounts are managed via the “Sub-Agen...

Adding and Managing Clients To add a new Client, click the “Admin” tab.  In the dropdown menu, click “Manage Clients” Locate and click the “+Add Client” ...

Assigning Licenses You will have the ability to assign licenses to users.  To add a license to an existing user: Click the “Admin” tab.   In the dropdow...

MANAGING USERS As the Super Agency Administrator, you have the ability to create user accounts for your colleagues. Each sub-agency can have as many users ...

Super Agency Administrators can reassign clients between subagencies and to different staff members. Please contact the Super Agency Administrator for your ...