How to control Agency Portal sign-ups: manual vs automatic approval

Last updated: October 9, 2026

The Agency Portal lets schools control which agencies can access the platform.

How to manage

  1. Log in to Edvisor Distribute.
  2. Click Agency Portal in the left-side menu.
  3. Scroll to the Permissions section.
  4. Choose:
  5. Click Save.

When to use which

  • Auto approval. Faster onboarding, no manual review needed. Best for trusted agency networks.
  • Manual approval. Protects sensitive information, maintains a curated network. Best for selective partnerships or markets where vetting matters.