Sharing account access
Edited
If you are a family run agency or a husband and wife team and you want to be able to see all clients belonging to the agency this is the way you can set things up.
One person will sign up with MedicrePro as an AGENCY
That person will then send the other agents LOA Community invite links.
This setup will allow the Principal and agents to see all clients.
account
sharing
agency
husband and wife