Agent Portal: Getting Started

The agent sidebar has four groups: Overview (your dashboard), Manage (clients, tasks, inbox, notes), Activity (pending invites), and Account (branding and payouts). Start with branding, because it is the first thing every client sees.

How to use it

Open Agent Settings, then Brand Identity.
Set your logo and brand colors. A live preview shows how it will look on your signup page.
Invite your first client.