Add User – Agency Reporting Manager

In order to add an Agency Reporting Manager, follow these steps:

Step 1:

Click on Agency List	Locate the agency and scroll to the right to find the Add User.

Step 2:

Click Add User	Click on the icon to add a new user.

Step 3:

Enter User Details

Add the following details:

Full Name (mandatory): Enter the name of the Agency Reporting Manager
Email (mandatory): Enter the email ID of the Agency Reporting Manager
Mobile (optional): Enter the mobile number of the Agency Reporting Manager
IM ID (optional): Enter the Skype, GTalk, or WeChat ID of the point of contact

Step 4:

Save User Details	Click on Save to add the Agency Reporting Manager.

NOTE:

An Agency Reporting Manager has view only access to reporting, as assigned by the admin.

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