Setup Process
Before setting up an Agency please make sure that you have all of the Agency details ready to setup.
1. Navigate to Agency in the left hand column and click Add New Agency.
2. Fill in all details for the agency then click Save.
3. Once saved, the agency will then be searchable via the search box. If you wish to view the details of the agency you have added, simply type in the name e.g. Demo Agency and click View.
4. To edit the details of the agency, select Account Details, edit the details then click Save. If you wish to delete an agency, click Remove Agency.
