Sharing a Client Portal with Downlines

As an agency principal, you have the capability to create and customize versions of the Client Portal, which can be shared with your downline agents. This feature empowers your downlines with the flexibility to select and use the version of the Client Portal that best suits their needs. The shared portal versions can help streamline communication and enhance the overall productivity within your agency.

Follow the instructions below to share a Client Portal with your downlines:

Step 1: Begin by navigating to your settings page on your agency account.

Step 2:Once you are on the settings page, look for and click on the 'Client Portal' option.

Step 3: You will then have the ability to create a new portal. Do so and ensure to save your progress .

Step 4: After the portal is created, click on the portal name to access the editing options.

Step 5: Within the edit settings, locate the 'Share with Downlines' toggle switch and activate it to share the portal.

If you are an agent and want to use a shared portal, follow these steps:

Step 1: Like the agency principal, navigate to your settings page and click on 'Client Portal'.

Step 2: Instead of creating a new portal, click on the '+' icon to add a new portal.

Step 3: A popup modal will appear. Select 'Shared Portals' from the options presented.

Step 4: You will then see the portals that have been shared by the agency principal. Select the portal version you wish to use.