Brokers have the ability to create accounts for Employees who don't have email addresses. Usernames and passwords will be randomly generated and hidden so no one can access the account aside from the Broker who created it.
On the Client Dashboard, select Employee List from the orange context menu next to your desired Client.
Choose Create Employee on the top right-hand side of your screen.
Enter in the following information for the Employee:
- First Name
- Last Name
- Social Security Number
- Date of Birth (MM/DD/YYYY)
You'll be required to check that you understand that any changes will be logged, to continue. Select Save and Login as Employee to continue. From that point, you'll be working under the newly created account.
NOTE: The username and password will be randomly generated so that the Employee is unable to log into the created account, at any time. Only the Broker who created this Employee account will have access. These accounts cannot not be transferred to another company if the Employees change Employers, these accounts would need to be deleted and the Employees would have to start over with their new companies.
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