Setting or modifying user permissions:

1. Go to the Agency Settings menu and select Manage Agents.
2. To change permissions for an existing agent:
   • Highlight the agent name under AGENTS/CSR
   • Click on Edit Agent Info under OPTIONS
   • Check or uncheck the specified option under Choose Data Access Permission
   • Click on Save.
3. To add a new agent and set permissions:
   • Click on Add a new Agent under OPTIONS
   • Enter the new agent's Name, Address, Phone, Other Notes, User ID and Password, and the  Commission % or Flat Fee to be paid.
   • Select the permissions to be allowed for this user.
   • Click on Save.
4. When all changes have been made, click on Done to close the screen.