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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
  • IN PROCESS – 

 

The End.