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Understanding User Notifications

Agency account management, user management and notifications is slightly different from a regular accounts.

Master Account

As a Agency administrator your account is a master account. With the master account you have access to all accounts within your agency account.

Only master accounts have the ‘Admin’ menu item.


User Notifications

By default master accounts receive all notifications for all accounts tied to the agency account.  To manage which type of notifications you would like to receive, first setup an account.

1. Click on the name of the account in the top navigation.


You’ll notice Users and User Settings menu items

Users – This menu item allows you to add new user accounts for that customer account.

User Settings – This is where you set Your User Preferences.  You can manage your password and notifications.

To stop receiving lead notifications for a customer, change the notifications to ‘No’