How to add custom links to your Agency Portal

Learn how to add custom links to your Agency Portal, providing quick access to your most-used and essential resources.

Custom links in the Agency Portal serve as quick access points to your most-used and essential resources for your agencies. These can be direct links to your school's website, specialized apps, or shared resources like Google Drive or Dropbox folders.

How to add Custom Links to your Agency Portal:

  1. Log in to your Edvisor Distribute account.
  2. Navigate to the Agency Portal settings page by clicking 'Agency Portal' from the left navigation bar.
  3. Scroll down to the Custom Links section. This section is dedicated to adding and managing your custom links.
  4. Add a New Link: Click on the ‘Add Link’ button to create a new custom link.
  5. Enter Link Details: Provide the necessary details for your link, such as the URL and Title.💡This title is how the link will be displayed to users on the Agency Portal, so choose something clear and descriptive.
  6. Click Save.

Custom Links Agency Portal

Adding custom links to your agency portal can significantly improve the efficiency and accessibility of important resources for your agencies. The links you add will be reflected in the left navigation bar of your Agency Portal:

Agency Portal Custom Links


How to edit or delete a Custom Link

All the custom links you create will be listed within the Custom Links section on the Agency Portal settings page (on Edvisor Distribute).

To edit or delete a custom link, simply click on the three-dot icon next to it and select the corresponding option.

Edit or delete custom links