Agency Administrators can add new agents and manage user roles within the Openly Portal in just a few clicks.
Adding New Users
1. Open the Settings page within the portal by clicking on your picture in the upper right corner and click Agency Resources.
2. Navigate to the Team section and click +Add User.
3. An Add User window will appear, prompting you to enter the user's name, email address, assign Agent Role(s), and Authorized States.
4. Once complete, click Save.
5. Once created, the new user will appear in the Team list alongside their email and licensed states. The user will also automatically receive an email invitation to finish setting up their account.
All users are assigned the Agent role upon account creation. This role is required to access the Openly Portal, so refrain from deleting it.
Editing Existing Users
- Locate the user’s name in the Team section and click on it.
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This brings up the profile page, where you can update the user's name and email address, add most Authorized States, and account status.
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Proceed to make any user updates:
Update Role(s) or Authorized States: Click on the Permissions section and select from the dropdown. Then click Save.
Revoke Access: Click on Deactivate User. Note that accounts cannot be permanently deleted; they can only be deactivated.
- The user will be listed as Inactive within the Team tab.
Onboarding Training
For a deeper dive into the Openly Portal, sign up for one of our interactive training sessions here.
Contact us via our webform or Live Chat if you need further assistance.