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Overview

As admins, your role is essential in setting up users in AgentConnect. You must set up a user and connect them to your organization's pricing engine for users to access all of the features in AgentConnect.

This article describes how to set up a user in AgentConnect

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Info

Troubleshooting

  • If you do not see the data, make sure your Branch, Brand Association and user are associated to the branch.

  • Validate that the user has the completed these required fields in the User Reqistration Registration in the Basic Information section:

    • Branch

    • NMLS contains data.(must be unique)

    • Email contains data.

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Additional Fields

This section describes the optional fields when setting up a user.

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