Area Leader Addition Procedure

When a new Area Leader is appointed to the role, there are a few things that need to be done in the Power Portal. Keep in mind that all agents who join Epique are added to the Power Portal as a lead and assigned to the state broker as appropriate. For a new area where a leader is created, this is the process:

1. Create Area Office 
2. Add user to Power Portal and assign to Area Office
3. Assign leads to the Area Leader as the Agent role

Each of the above steps is detailed below.

Create Area Office

The Regional Director will toggle into the Power Portal. Click on Settings on the top menu and then Organization Hierarchy on the left menu. You will see your Regional Office, and you may have to click to expand so the states are visible. By the state office where the Leader is located, click the + icon in the Action column on the far right. Enter the office name as the Area Leader's name. If you know the specific area, you can use the format: Area - Leader Name, such as "Grand Rapids - Sylvia Dana". Make no other changes. Click Add.

Add Leader to Power Portal as User

On the Settings > Users screen, click on + Add Agent in the upper right corner. Use the Area Leader's name or email to search for them. Start with email, and if you can't find them, then use their name. It will be the same as their User seat in the main Enterprise in Lofty. You can only invite Active status users from the main Enterprise account into the Power Portal. If the name or email search isn't working, email Adam Frank, Lofty Liaison, at loftyliaison@epiquerealty.com for assistance. 

Assign leads to the Area Leader Agent Role

On the People page, locate the agents who need to be assigned to the Area Leader. You can filter based on the state broker to narrow it down more. Once you find an agent, you can mark the checkbox in front of their name, then above the columns, you will see an option named More. Click it and then select Assign. Each role is visible, and you can select to assign it to the agent (Area/Team Leader) or other roles if needed. The broker, regional, national, and state leaders should be accurate already. Click Save to make the change.