Employees

The Employees screen will show other contact people (employees) who are linked to your Agency account in our system.

Similar to clients, if you are logging in for the first time, you will need to click the sync now button towards the top right of the screen to sync the self-service with our back-end system to load existing relationships.

To create a new contact person (employee) in our system, you may invite a colleague to join the self service portal. By inviting them here, rather than having them simply create a login on their own if they are a new contact, it will ensure that they are added to your account, rather than creating a new agency account in our system.

The invitee will be added here as a pending account:

The user will receive an email from our system inviting them to join our self-service portal.

From the email, they will click "Complete your sign-up" which will involve setting a password, agreeing to the Terms and Conditions and re-verifying their email.

Once the colleague has verified their account and set up their password, you will see them as an "Active" user and their account will no longer be flagged as disabled