Once your agent account/accounts is/are set up you will need to start adding the services to the relevant account. Log into the relevant account and view the 'Services you can add' box. Choose from the list that appears and follow the links.
Once logged in there is also a link to enable you to remove services you no longer wish to offer.
The first person to set up your agent online account will automatically be set as an ‘administrator’.
The administrator can set up other administrators or standard users on your agent account by choosing ‘add an administrator’ or ‘add a standard user’.
You can use this to manage your client lists and split work across your organisation, for example you can set up more than one client list and allocate them to different administrators or standard users.
