This document provides a comprehensive guide for agencies on how to set up global links that can be utilized by all downline members. These links can include URLs, email addresses, or phone numbers, and are particularly useful for sharing broker support numbers, enrollment URLs, or training sites. Follow the steps outlined below to successfully configure these links.

To set up global links for your agency, please follow these steps:

1. From the agency platform, navigate to your Agency Settings page.

2. Locate and click on the Custom Links tab.

3. Click the + symbol located at the top right corner of the page.

4. A new link modal will appear, allowing you to input the necessary information.

5. Ensure that you select Global as the link scope to enable all your downlines to access this link.

Once the global links are set up, users can easily access them from anywhere within the system. They can click the links icon in their navigation section to view all available links.

By following these steps, you can effectively enhance communication and resource sharing within your agency, ensuring that all downline members have access to essential information and support.