Quiz_Questions_Agent_Portal

Question: Where in the Meshed Platform is an Agent’s initial User Account (user name and password) created?

To create the Agent User Account:

  • Click Marketing > View Agent List

  • Click the Edit Agent Profile Action Icon

  • Click the Create User link

  • Enter the Username and Password (or select to have the System generate a Random Password).

  • Enter Security Question and Security Answer. The default question can be changed and Agents can change the question and answer when they login to the System.

  • Click Create New Account.

The Agent will receive an auto generated email notification to advise their account has been set up which will include user login details (username and password). The Agent can change their password once they log in the system.