Once your account is setup you can add additional user(s) to your branch to allow other agents to create an application. To add other users go to the branch details page by selecting ‘Branches’ from the left hand navigation menu, then select ‘View’
You will be presented with a list of all the branches you can manage (below). Select the ‘Manage’ button next to the branch you would like to add users to.
Here you can see the details of the branch as well as a list of users currently added to it. To add more users select the blue ‘Add User’ button
In the form that appears enter the details as requested. Enter the users first and last name, email address and password (this can be changed by the user when they log in)
The user may have one of two roles, Branch managers are able to edit branch details and branch users. Agents are able to create applications only and have no control over branch details.
