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How to Log in as an Agent
Updated over 2 months ago

There are going to be times when your agents will ask you for help with their account. You can help them by logging in as one of your agents to do things like send out an invite, see if a client has signed up, contact your agents concierge and a multitude of other things.

To log in as an agent:

  1. Go to your Agent Dashboard.

    1_-_Dashboard_copy_3.png
  2. Select Account from the side menu.

    2_-_Go_to_Agent_Dashboard_copy_3.gif
  3. From the Agent box, select View.

    3_-_Agents_View_copy.gif



  4. Find the agent whose account you would like to log into. Select Log In As Agent.

    4_-_Select_log_in__1_.gif


  5. You will then be logged into your Agent's Dashboard!

    5_-_Agent_Dashboard.png
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