How do I Add/Edit Agencies?

Enterprise users can add information for multiple agencies to be managed in the admin settings.

  1. Each tab on the Add/Edit Agencies page will have an arrow icon to the right. Click this icon to expand an agency tab to make edits.
  2. To add a new agency, expand the Add New Agency.

Edit Agency

  1. Once the arrow icon has been clicked the selected agency's tab will expand.
  2. Once expanded, you are able to click in the field below "Agency Name" and make edits to the name. Changes save automatically.
  3. If an agency is no longer used, you can disable it from your system by clicking the icon that looks like arrows facing in opposing directions. 

Add Agency

  1. To add an agency, start by clicking the arrow icon to expand the Add New Agency tab. You will see the expanded view shown above.
  2. Click in the field labeled "Agency Name", and type the name you want to assign to your new agency.
  3. Once you have entered a name, the "Add New Agency" button will light up blue, allowing you to save your new agency.