Quick Reference > Selling Agent Profile and User Role

You can manually add new System Users to your account and assign appropriate roles using the User Management feature. This lets you control access based on responsibilities within your agency.

Steps to Manually Add a New System User

Step 1: Log in to the PC Console.

Step 2: From the top Grid icon, select Account Management.

Step 3: The Account Management page will open.

Step 4: Click the green +New User button in the top-right corner.

Step 5: Enter the required information and click the green Create button.

Step 6: A pop-up modal will appear, allowing you to select one of two options:

a. Create User & Send Later - This creates the user profile but does not send them an email notification.

b. Create User & Send Now - This creates the user profile and sends them an email to set their password and access the platform.