As an General Agency Account Administrator, you can add new brokerages and brokers under your General Agency's account in a few simple steps.

1. Click on your profile image in the top right-hand corner of your web-page and select "Users."

2. This will take you to your complete users list. Here, you can "add brokerage" or "add broker" - click on whichever button applies.

3. Below is what a broker invitation looks like. Fill in their first name, last name, email and then select their brokerage and role.

*NOTE* If you're wondering what role you should assign to your broker, click the article below to view a list of each role's permissions and account access:

Roles and Permissions

4. Below is what a brokerage invitation looks like. Fill in the name, team size, address, zip code, city, state, logo and proposal colors. If the brokerage may have access to the GA custom proposal, make sure to check the box.


Did this answer your question?