How do I edit the information for my agency?

To edit the contact information for your agency, click the "My Agency" tab and then "Edit Agency Information."

In the "Edit Agency Information" dialog you'll be able to change any contact info for your agency. When you're done, click "Save Changes."

How do I add an agent to my agency?

When you are in the "My Agency" tab, click "ADD AGENT" to add another agent to your agency.

Enter the Agent's name, email address, phone number, and decide whether you would like this person to have administrative privileges. Click "Add."

That new agent will receive an email with their login information.

How do I edit information for an agent in my agency?

You can edit the information listed for an agent in your agency. To do so, go to the "My Agency" tab and click "Edit" next to any agent.

The agent's contact information can be edited in the "Edit Agent Information" dialog. Here an agent's password can be changed too. Click "Save Changes" when done.

How do I upload an avatar?

You can upload a new avatar by going to the the "My Agency" tab and clicking "Edit" next to your name.

Click "Upload a New Graphic" and then locate the image on your computer in the dialog that pops up. Once you find the photo you wish to upload, click "Open."

Once the graphic is uploaded, that's it! You have a new avatar.

How do I generate a printable report for my agency?

First, you will need to be sure that you have Adobe Reader installed on your computer. Click here to download Adobe Reader.

To print a report for your agency, go to the "My Agency" tab and then click the "Assistance History Create Report" button.

The Agency Report dialog will open up. Here you can filter the results of the report by date and category. Also, you can include private notes and assistance. Choose to sort the results by date, category, or case, and then click "Create Report" when you're done.

The newly generated case report will open in a new tab. From here, you can print the report or save it to your computer.