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Open the Settings page within the Portal by clicking on your picture in the upper right.
Profile
The Settings menu contains multiple editable fields. Under the heading of Profile, the user’s first name, last name, and email address can be updated. Once all changes have been entered, click the Save button. Information about authorized states and user roles is also displayed here.
Agency Details
Agency contact information and licensed states appear here. If you need to add an agency user as an Agent or Agency Admin, see how to do so here. You can also find your Agency ID, also known as the Short ID, and if your agency is connected to IVANS. Contact your Agency Success Manager if you need to add states to your licensed states.
Team
The fourth area shows the users within your agency, their roles, email, and authorized states. To add or edit users, see this help article.
Raters & IVANS
The Raters & IVANS area shows your comparative raters’ Access Keys. This area is essential when setting up third-party Integrations. You can read more about how to integrate a comparative rater here.
Commissions Information
You can now view information about your commission tier within the Portal. Should you have questions about your tier information, then speak with your agency principal or email our Commissions team at commissions@openly.com.
Contact us via our webform or Live Chat if you need further assistance.