How to invite and manage your team in the Agency Portal

Last updated: May 6, 2026

Invite team to Agency Portal: log in to agency account (not Distribute) > Settings > Team > New Team Member. Don't sign up individually — prevents duplicates. Edit/delete via hover icons. Useful for agency view, content review, training.

Invite team members to the Agency Portal so they all access from one centralized account.

Important

Don't have team members sign up individually. Invite them through the Agency Portal account to prevent duplicate accounts.

How to invite

  1. Log in to the Agency Portal agency account (not the school account). See How to access your Agency Portal as an agency if no account exists.
  2. Click the user icon at the top right > Settings.
  3. Go to the Team tab.
  4. Click New Team Member at the bottom.
  5. Fill out the form (name, email, photo).

How to edit or delete team members

All team members appear in the Team section.

Hover over a member to see options:

  • Edit (pencil icon). Update name, photo, or email.
  • Delete (bin icon). Remove their access.

What this enables

Provides the school team with the agency view of the portal — a comprehensive perspective on how information is presented to agencies. Useful for content reviews, identifying discrepancies, and training.

Source: https://help.edvisor.io/distribute/agency-portal-team