How do I manage defaults for new users I add to the account?

Click on ‘Manage agency settings’ and then on ‘Manage new user defaults’ to get to ‘User default settings.’

You can assign a default role to ALL new users added through self-signup or when your admin or staff adds a user. 

The defaults that are possible are Agent or Referral Partner.

From then on, all users added will have the default role. 

If you need to change the role, edit the user’s profile and then you can do so as shown here: https://help.kenekt.app/article/126-what-do-the-roles-in-kenekt-actually-mean