How to Add Users to Your Office in the Content Library

How to Add Users to Your Office in the Content Library

Adding a User to your office in the Content Library will enable that User to log in and access the content. Your office’s designated Office Administrator can do this.

  1. Go to the Support tab and select My Office.
  2. Click Add Member on the My Team tile. This will open a window that will let you invite a new User.
  3. Fill in the First Name, Last Name, and Email fields. These fields are required.
  4. Fill in the Country, Broker Dealer, and CRM Provider based on your office.
  5. Set the Type field as appropriate for the person’s job.
  6. Click “Save” when finished. The newly added User will receive an email from accounts@billgoodmarketing.com with the subject line “BGM Content Library Invitation.”
  7. Let the new User know to check that email and click on “Set Up Your Account”. They should follow the prompts to get started.

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