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Enable/disable access

Once your environment is set up in the previous step, you can now enable which agents in your hierarchy can utilize the Connecture integration.

You should see a list of agents in the system. For each that should have access, simply toggle the twitch next to their name.

The last step is to generate a "Broker List". This supplies Connecture with a list of your agents and some corresponding data related to their account at MPCRM. This is very important for a successful transfer of data from the CRM to Connecture.