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How to create and manage agent profiles

Learn how to create and manage agent profiles

(1) Navigate to the Contacts section. Go to the Agents tab (2), where you'll find a list of all global agents.

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Click Create Contact (3), select Agent, and enter the agent's name (e.g., a German agent).

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After creating the agent, you'll access their profile.

Here, you can:

  • Enter address details, email address, and phone number.
  • Manage individuals within the agent's organisation.
  • Access insights and pricing information.
  • Assign jurisdictions the agent works in.
  • Configure access settings.
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