STEP 1:
Under "Portfolio Overview", Select "Account Manager".
Under "Portfolio Overview", Select "Account Manager".
Step 2: Input ACCOUNT MANAGER details and create account
As the Super-Agent, you can decide the Username and initial password of the created ACCOUNT MANAGER.
Not all fields are mandatory; the ACCOUNT MANAGER can update his/her information in more details after the account is created. and he/she logged in.
As the Super-Agent, you can decide the Username and initial password of the created ACCOUNT MANAGER.
Not all fields are mandatory; the ACCOUNT MANAGER can update his/her information in more details after the account is created. and he/she logged in.
STEP 3: Make payment
In the menu Portfolio Overview, select Account Manager module.
Then you must select one or several ACCOUNT MANAGER for which the Super-Agent will pay the subscription license.
In the menu Portfolio Overview, select Account Manager module.
Then you must select one or several ACCOUNT MANAGER for which the Super-Agent will pay the subscription license.
STEP 4: Summary of all ACCOUNT MANAGER accounts
You will be able to have a view of the payment status, start date, and end of subscription for each of the agent account parked under you.
You will be able to have a view of the payment status, start date, and end of subscription for each of the agent account parked under you.
