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Setting Up an Agency Follow

Setup Process
Before setting up an Agency please make sure that you have all of the Agency details ready to setup.


1. Navigate to Agency in the left hand column and click Add.

2. Fill in all details for the agency then click Save.

3. Once saved, the agency will then be searchable via the filters above the columns.  If you wish to view or edit the details of an agency you have added, click Edit under the Actions menu.

4. If you wish to delete an agency, select it from the list and click Delete.

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Related articles

  • User Types
  • Convertr Connect: Integration
  • Importing a Form - Global Forms
  • User Permissions - Feature Toggles
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