Agent Portal - Assistant

8 STEPS

1. Open the agent's Profile.

2. Scroll down and click Add New Employee.

3. Enter in the First Name.

4. Enter in the Last Name.

5. Add the person's Title.

6. Add the person's Email.

7. Click Save.

8. That's it. You're done.

9 STEPS

1. Assistants can create their account by clicking on the Register button.

2. Click Account Type.

3. Select Assistant.

4. Enter in the First Name.

5. Enter in the Last Name.

6. The email address needs to be in CORE. This is a verification so that the person requesting access to the portal is known by the BGA.

7. The user needs to create and confirm their password.

8. Click Create Account.

9. That's it. You're done.

9 STEPS

1. The first step is to click on the Parties menu.

2. Click on 'Select Roles to Search.'

3. Click Employee.

4. Click Search by name.

5. Type Jessica and Press Enter.

6. Click Submit.

7. Scroll down and Select 'Jessica Simpson.'

8. Her party record is enough to verify that she is able to register for the Agent Portal, but it's always a good thing to double-check their email address.

9. That's it. You're done.