How to invite and manage your team in the Agency Portal

Invite your team to the Agency Portal from one shared agency account so everyone uses the same login: log in to the agency account (not the school account) > user icon > Settings > Team tab > New Team Member > fill in name, email, photo. Never let members sign up individually — it creates duplicates. Edit (pencil) or delete (bin) via hover icons. Gives the team the agency view for content review and training.

Invite your team to the Agency Portal from one shared account, so everyone uses the same login instead of signing up separately. This gives your team the agency view of the portal, which is useful for content reviews and training.

Important

Do not have team members sign up on their own. Always invite them through the Agency Portal account. This prevents duplicate accounts.

How to invite a team member

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 yet.
2. Click the user icon at the top right, then 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 remove a team member

All team members appear in the Team section. Hover over a member to see the options:

• Edit (pencil icon) — update the name, photo, or email.
• Delete (bin icon) — remove their access.

What this enables

Your team gets the agency view of the portal — a full picture of how your information is presented to agencies. Useful for content reviews, spotting discrepancies, and training.