👥 ADMIN: Adding and Removing Agents in Back At You Social

Maintaining your roster is simple! As a Back At You Social-only client, you have full control over adding, updating, and removing agents directly from your Parent Account.

➕ Add a New Agent

1. Log in: Log in to your Back At You Social Parent Account.

2. Open User Management: Select the User Management tab from the left-hand menu.

3. Start the invite: Click the Invite New Agent button in the upper left corner.

4. Send the invitation: Fill out the form with the agent's details and click the green Send Invitation button. The agent will receive an email with instructions for accessing their new platform.

📩 Resend an Invitation

If an invite gets buried in an inbox or lost in spam, give it a nudge:

1. Open User Management: Go to the User Management tab.

2. Find the agent: Locate the agent in your list.

3. Open Actions: Click the Actions dropdown menu next to their name.

4. Resend: Select Resend Invitation.

✏️ Change an Agent's Email Address

1. Open User Management: Go to the User Management tab.

2. Open Actions: Find the agent and select the Actions dropdown.

3. Choose the option: Select Change Email Address.

4. Enter the new email: Enter the new address and make sure the box to resend the invitation is checked.

5. Confirm: Select Confirm.

❌ Remove an Agent

When an agent moves on, remove them to keep your account secure:

1. Open User Management: Go to the User Management tab.

2. Find the agent: Locate the agent you need to remove.

3. Open Actions: Select the Actions dropdown menu.

4. Remove: Select Remove Agent.

📞 Need Help?

If you run into trouble managing your users, contact your Account Manager for direct assistance, or reach Back At You Support at support@backatyou.com or (866) 200-0676.

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