Versions Compared

Version Old Version 3 New Version Current
Changes made by

Tristy Lee

Rebecca Kornblum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

...

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.

...

Additional Fields

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

...