Learn how to customize your Agency Portal’s sign-up approvals to control who has access. Choose between automatic access for a streamlined process or manual approvals for more control.
In the Agency Portal, you have full control over who can access your platform. This flexibility lets you protect sensitive information, maintain a trusted network, or set up automatic access to reduce manual tasks—depending on your preferences!
How to Enable and Manage Approval Settings:
- Log in to your Edvisor Distribute account.
- From the right-side menu, click on
Agency Portal. - Scroll down to the Permissions section.
- Choose your preferred approval type for the Agency Portal:
- Sign Up and Access Search and Quote: Agents gain access to Search and Quote immediately after confirming their email. However, booking approvals are still required.
- Require Manual Approval to Access Search and Quote: Each sign-up needs manual approval before the agent can access any features. Until approved, access remains blocked.
- Click
Save
By choosing the appropriate approval setting, you ensure that only trusted agency partners can view and interact with your programs, giving you peace of mind and control over your portal.