Learn how to access your Agency Portal by creating an 'agency account'
Gain full visibility of how agents view your pricing and marketing materials by accessing your Agency Portal as an agency.
This access allows you to verify pricing accuracy and utilize the portal in your agency trainings as your primary resource for effectively selling your school or institution.
⚠️ Before Accessing Your Agency Portal: It's essential to have your unique URL ready. If you haven't set this up yet, please follow this tutorial first.
Accessing your Agency Portal
Once your URL is set, accessing your Agency Portal is as straightforward as opening the link in your browser.
💡 Remember, you can always find the link to your Agency Portal in the 'Agency Management' section of your Edvisor Distribute account. Here's how to find it.
Upon opening your URL, you'll land on the Welcome page.
From here you can:
- Sign Up: If your school doesn't have an Agency Portal 'agency account', click on 'Sign Up Here' to create one.
- Log In: If you already have an Agency Portal 'agency account', click 'Log In' to access it.
⚠️ Log Out Required: Ensure you're logged out of your Edvisor Distribute account before accessing the Agency Portal to ensure a smooth process.
Sign up for the First Time: Create Your Own Agency Portal 'Agency Account'
If it's the first time someone from your school or institution accesses the portal, select 'Sign Up Here' to create a new account from scratch.
⚠️ You'll need a different email address than the one associated with your Edvisor Distribute account to sign up.
This signup process mirrors the experience your agencies will have, providing you with insights into their user journey.
- Email Verification: After submitting your registration form, check your inbox for a verification email. Click the provided link to activate your agency account.
- Log In: Post-verification, you'll be directed back to the welcome page. Use your signup credentials to log in and explore your Agency Portal.
⚠️ If your school or institution already has an 'agency account' please ask your account admin to invite you as a user. Following these steps would duplicate your accounts.
For guidance on inviting team members, refer to this tutorial.
Log in yo your Agency Portal Agency Account
Simply open your Agency Portal's URL on your browser.
- Click 'Log In'.
- Enter your credentials.
- And you're in!
Have You Invited All Your Team Members?
Ensuring your entire team has access is crucial for maximizing the benefits of your Agency Portal.
If you haven't already, now's the time to invite your team members and get them onboarded. Jump to the next tutorial to learn how to do it!