How to Enable an Agent My Business Portal

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The My Business portal provides agents a convenient and Secure way to access and manage their data and tools within the Zipi platform. To enable your agent’s access to their My Business portal, follow the steps below:

 

  1. Go to Company > Directory.

  2. Find the Agent you wish to enable their My Business, and click the 3 dots to edit.

 

     3. Check the ‘Create Business Account’.

 

 

 

    4. Save.

Your user will now be invited to their own My Business account.

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