Inviting Marketing Partners to your account

The below video walks you through the process of adding agents to your portal, so that they can access the password protected area and view the stocklist that you allocate to them.

These are the instructions in summary:

• Check that you have a private portal set up (view this in Library/Portals)
• Go to the Agents section in Team Settings (profile icon at the top right / Team / Agents)
• Click the + Agent button, enter First and Last name and email address and click Save
• Click Send Activation Email

This sends the agent an email with an Activate Account which will enable them to set up a password of their choosing. They will then receive a welcome email with a Sign In button.

When they log in, they will get access to all of the properties allocated to them.

New agents will automatically get added to any packages that you have already allocated to 'All Agents'. If you don't have any that are allocated to all, you can allocate packages to them as you choose. This can be done individually on any package, or using the Bulk Allocation tool that you can find on the Packages Page.

You can also check individual agent allocations by using the Agent filter on the Packages screen.

Staff will automatically be added to all packages, but Agents are allocated according to your selections.