How To Create A Manager’s Portal

How To Create Manager Portals:

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
• IN PROCESS – 

The End.