How to invite an agent with the "Invite Agent" button

How to invite an agent with the "Invite Agent" button

How to invite an agent with the "Invite Agent" button

Notes
This guide provides a step-by-step process for inviting agents to Central, ensuring a smooth onboarding experience. It covers everything from agency selection to account creation and verification, making it easy for users to navigate the system. By following these instructions, users can efficiently manage agent invitations and ensure that new agents are set up correctly.





1. From the Dashboard, scroll left and click on "Agency Management".


2. In Agency Managment, scroll to the right and click on "Invite Agent".


3. In the pop-up, choose the Upline Agency if available, the primary email of the agent and NPN.


Warning
If the Upline Agency is not available, the agency needs to be added first. Consult with the "How to invite an agency with the 'Invite Agency' button" or "How to invite an agency with the 'Add Agency' button" articles if you are the FMO or Agency.


4. Click "Send Invitation".


5. User will need to check their inbox for the invitation email from Nextere.


6. Click "Set up Account".


7. The next window will prompt the user to create their account.


8. When completed, click "Sign Up".


9. The user will know their account was created when a congratulatory pop-up appears. Check the inbox for a verification email.


Warning
If the user has not verified their email, they will see the following pop-up the next time they log in.


10. If the user has not received their verification email, they can log in and click "Resend".


11. Go to the inbox and click on the verification email.


12. Click "Verify Email".


13. Once the email is verified, a confirmation pop-up will appear. Click on "Return to Dashboard".


14. Log in with the newly created credentials and click "Sign In".


15. Once logged in the user will be prompted to fill in the required fields.


16. Click "Verify With NIPR".


17. Click "Continue".


18. In the next page, fill in the required fields.


19. Click "Update" when finished.


20. Click "Continue".


21. The user will know their onboarding is completed when they see the Onboarding Complete pop up.












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