Get started adding affiliate agents by ensuring first that you have created the affiliate office. If you have, then its time to create the agent profile and assign it to the office. You can either click the Add Affiliate icon on the dashboard, or .you can click Affiliate Agents in the left hand navigation menu. Affiliate Agents -> Add Affiliate Agent

The required fields are listed in red for First Name, Last Name, Email, Username, Password and role of either A or Affiliate Agent or Referral Manager. Referral Managers are able to see all affiliate agents, leads and clients assigned to their affiliate office.