How to Manage Your Introducer Team
Overview
If you are an Introducer CEO, you can manage your team directly from the Introducer Portal. This includes adding, editing and removing branches, branch managers and negotiators.
Getting Started
Where to find it: Click Manage Team in the top navigation bar of the Introducer Portal.
Who can access it: Only users with the Introducer CEO role can see and use the Manage Team feature.
What You Can Do
View all users within your introducer company
Add new branches, branch managers, and negotiators
Edit existing user details
Remove users who no longer need access
Tips & Best Practices
Keep your team structure up to date so that referral filters work correctly on the dashboard.
When a negotiator leaves, remove their access promptly to maintain data security.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.