How Do I Add and Manage Agents and Admins?

Please take a look at the video below for a step-by-step guide:

When you log in as an admin, you can see all of the tours that your company has created. You can also filter your view so that you can see the tours associated with any particular agent or branch.

You can create new agents within the EyeSpy360™ portal and you can allocate a new agent with either an admin or an agent role.

Agents who are allocated an agent role are able to create and edit new tours and change their account profile information, but will not have access to change their company information within the "My Company" area or have access to the "Agents" tab.

In order to create a new agent within your account, you need to click on the agents tab and then click on the "Add New" button. Here you will need to enter brief information about the new agent into a short form.

The email address entered on this form is where the link will be sent that will allow the new agent to create their password to access the portal.

The final field on this form allows you to choose the role type, as mentioned a few moments ago.  

Once you click on "Add Agent" an email is sent to the new agent allowing them to set their own password. They will then be able to log into their account.

The number of agents depends on the subscription that a customer has. Generally, 10 tours - 2 agents, 25 tours - 5 agents, 50 tours - 7 agents and 125 tours - 10 agents. Each agent can be given either an admin or an agent role and they have different privileges, as highlighted in the above video tutorial.