Your staff members will each have their own logins that are associated with your Agency MVP account. That gives you, the admin, control over who has accounts in your agency.
Check out the video here.
You can add users at any time by clicking on your name in the upper-right corner of the screen. Then choose “Invite Team Member” from the dropdown menu.
Enter New Team Member Information
Next, you’ll need to fill in your staff member’s information: first name, last name, email address, phone number, and role are required.
Tip: It’s recommended to enter the office phone number as this is the number we will use to contact your staff if we need to reach them.
There are optional fields for Quoteburst, PL Rater, TurboRater, and EZLynx. These need to be left blank if you don’t use those services. If you do, adding the IDs here will allow for more seamless integration of those systems. See the specific guides for the rater that you use to learn more.
If you would like to set up Free Game for this staff member, enter a number in the Free Game box. See the guide for Free Game to learn more.
To turn off the audible notifications for inbound text messages or integrated leads for this specific staff member, check either box.
Complete User Setup
When you’re done entering all required information, click the “Send Invite” button to confirm. If you click “Cancel,” all fields will be cleared and no account will be created.
An invitation will be sent to the email address you entered for the user. In the email, your staff member will see a link to “Accept Invitation” which will take them to a screen where they can set their password. Once they do this, they will have access to MVP immediately.