To add an agent to your TotalBrokerage account, click "Settings" on the sidebar, and then click "Accounts".
Once in the "Accounts" tab, click "Actions" in the top-right corner of the screen, and click "+Add an Account".
Here you can enter the Agent's details. The required fields are first name, last name, email, and offices (at least one office is required.) When you’re done, click the Save button. Please note, once an agent has been added or re-enabled, they cannot be disabled for 30 days.
Once you click save, the entered information will be populated in the fields.
You can also update this agent's contact email address here.
You can also add roles to their account. Check out this helpdesk article describing how to do so.
From any tab within the Account, you can use the Actions dropdown for various tasks.
Just make your selection and follow the prompts.
