Follow

How to assign subscriptions

There are some important changes that you need to be aware of in how ‘subscriptions’ are assigned to agents. You can manage access to subscriptions from your ‘Company Admin account’ under ‘Sales Agent’ > ‘Manage Subscriptions’.

When an agent creates a new account you are notified via email.

IF there are no subscriptions available, you will first need to add a subscription BEFORE the agent can start using their account.

You can see how many subscriptions you have under ‘Sales Agents’ > ‘Manage Subscriptions’.

 

If you need to add or remove subscriptions, use the ‘add/remove’ button

 

If you have a new person sign up but have NO AVAILABLE SUBSCRIPTIONS, you can add additional ones:

 

Once you have created a new subscription. Click back on Sales Agent > Manage Subscriptions and then ‘manage’.

Sort by ‘Activation Required' and then make that account ‘active’.

 

DEACTIVATION –  The person will no longer have access to their account.

Deactivation frees up the subscription for someone else to use. If you also want to reduce the number of subscriptions you have you will need to also change this under the ‘add/remove’ button.

SUSPENDED accounts ARE STILL BILLED for. You would only want to suspend someone if you needed to block access to their account for a short period of time.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk