Adding new agents to Mission Control is a straightforward process that requires admin access and a few key pieces of information. Keep in mind that new agents won't be able to create DyVAs immediately after being added—the Ylopo team will need to complete backend setup after you've submitted the form.
Click the interactive walkthrough below to see the step-by-step process of adding a new agent user to Mission Control:
Instructions for Account Owners and Admins:
- Log in to Mission Control.
- In the navigation bar, go to "Admin".
- In this page you will see all the users associated with your account. Click "Add User" to start adding a new agent.
- The "Add New Agent" form will pop up and you will need to fill out the fields completely. Make sure you have the right information especially the agent's name, license number and phone number.
- There are also fields to collect information for the agent's Branded Site page such as the agent's bio, headshot and testimonials.
- When you're finished filling out the form, click "Add User" to submit. The information will be sent to Ylopo Support and they will complete the process of adding your new agent to your organization.
- The agent will receive an email inviting them to join Ylopo. Clicking "Accept Invitation" will direct them to the Stars page where they will be asked to provide a password.
- When Ylopo Support completes the agent setup, they will notify the agent through email.
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