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How To Create A Manager’s Portal



How To Submit New Courses :

  1. Go to WordPress.
  • Click Manager Portal.
  • Click Add New.


  • Put the Manager’s Name.
  • Search for the Manager’s User Name.


  • Choose your Clients.
  • Choose your Team.


  • Click Publish.


  • Click OK.


  • Click OK again.


  • Right click the Permalink.


  • You will be routed to the Manager’s Portal that you created.


  • TASKBOARD – this is where you’ll see all the tasks created.


  • MY CLIENTS – list of clients that the manager are handling.


  • Client Portal URL – as you click this, you will be routed to the client’s portal.


  • Make sure the Company Name is correct.
  • CREATE NEW TASK – if the client has a new task, this is where you create it.


  • MY TEAM – list of agents that the manager is handling.


  •  Agent Portal URL- as you click this, you will be routed to the agent’s portal.


  • Make sure the Agent’s Name is correct.
  • TO DO


The End.