8 articles
[CORE BackOffice] Agent Portal Overview
[CORE BackOffice] Creating, Editing & Deleting On-boarding TemplatesTemplates are used to add new agents to CBO, like a 'hiring packet.' To create a template go to settings > on-boarding templates.
[CORE BackOffice] How to Markup Agent Onboarding Documents with DocusignTo use Docusign to mark up documents for agents you will be taken to the Docusign page when you create or edit an on-boarding templates.
[CORE BackOffice - Admin] How To Add AgentsAdd agents manually or send them an agent on-boarding package. Each agent you add gets their own Agent Portal account.
[CORE BackOffice] How to Add Staff Users and Edit Their Permissions
[CORE BackOffice] Agent Check ListsLearn how to add custom checklists to create a list of items you want to be completed to onboard an agent.
[CORE BackOffice] The Agent Portal & Agent PermissionsAll agents added to CORE Backoffice have limited access to the Agent Portal.
[CORE BackOffice - Admin] Agent Profile Master Data