How to add custom links to the Agency Portal

Last updated: October 9, 2026

Custom links are quick-access shortcuts you add to your Agency Portal, so agents can reach your most-used resources (like your school website or a shared folder) right from the portal. They appear in the left navigation bar of the Agency Portal.

How to add a custom link

  1. Log in to Edvisor.
  2. Click Agency Portal in the left navigation bar.
  3. Scroll to the Custom Links section.
  4. Click Add Link.
  5. Enter the Link Title and the Link (URL).
  6. Save.

The Link Title is what agents see in the portal navigation, so make it clear and descriptive.

How to edit or delete a custom link

All custom links appear in the Custom Links section.

  • Click the 3-dot icon next to a link.
  • Choose Edit or Delete.

Common uses

  • A direct link to the school's website.
  • A specialized app (for example, a CRM portal).
  • A shared resource folder (Google Drive, Dropbox).