How Do I Invite Agents to the Portal in Bulk?
Onboarding a new hire class? You can invite multiple producers to your AgentSync portal at once!
Unfamiliar with AgentSync's Portals and want to learn more? Click here to visit out Portals article!
9 STEPS
1. The first step is to click the Contacts tab
2. Select the producers that you would like to invite to the portal by selecting the box next to their name.
3. Hint: can't find your producer? Click the list view to confirm that you are viewing all producers
4. Click Create/Update Portal User
5. Select the portal you would like to invite your producer to if you have multiple portals.
6. Click save
7. A screen will pop up confirming your choice. Click ok.
8. Your producers are now invited to the portal, unless their contact record does not include an email or account. If that is the case, you will receive a message on the below side bar.
9. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/1946399/How-to-invite-multiple-producers-to-the-AgentSync-portal-at-once-
Step 1: Click the Contacts tab in AgentSync Manage
Step 2: Select the producers that you would like to invite to the portal by selecting the box next to their name
AgentSync Tip: Don't see the contacts you're looking for? Salesforce defaults to your most recently viewed contacts. You can edit the view by clicking the arrow next to Recently Viewed
Step 3: Click Create/Update Portal User
Step 4: Select the portal you would like to invite your producer to from the drop down
Step 5: Click Save
Your producers are now invited to the portal! They will receive an email with instructions on how to register for the portal.
Any errors will be included in the box where you select the portal. Here are a few common errors:
- Your contact does not have an associated account
- Your contact does not have an associated email
- You no longer have portal seats. If that is the case, email support@agentsync.io to order more seats.
Still need assistance? Here is a step by step tutorial!
9 STEPS
1. The first step is to click the Contacts tab
2. Select the producers that you would like to invite to the portal by selecting the box next to their name.
3. Hint: can't find your producer? Click the list view to confirm that you are viewing all producers
4. Click Create/Update Portal User
5. Select the portal you would like to invite your producer to if you have multiple portals.
6. Click save
7. A screen will pop up confirming your choice. Click ok.
8. Your producers are now invited to the portal, unless their contact record does not include an email or account. If that is the case, you will receive a message on the below side bar.
9. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/1946399/How-to-invite-multiple-producers-to-the-AgentSync-portal-at-once-
