The My Business portal provides agents a convenient and secure way to access and manage their data and tools within the Zipi platform. To enable your agent’s access to their My Business portal, follow the steps below:
1. In the left navigation menu, go to Company > Directory > Profiles
2. This takes you to the Profiles page
3. Find the agent you want to enable My Business for, and click the overflow menu
4. Click Edit
5. Check Create My Business portal
6. Click Save
Your agent will now be invited to their own My Business account.