2.5.35 How to add Agency in existing project? (Create new)

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  1. Navigate to the “Projects” tab

  2. There you can see all the projects. Click on a specific project

  1. Click on “Agencies” tab

  1. Then Click on the “+Add” button at the right corner

  2. Turn off the "Pick from Global" toggle button.

  3. Enter the Agency name, select the type of agency from the drop-down options and select the checklist (single/multiple) then click on "next" button

  4. Click on +Add user to add user details

  5. Add Agency contact: Name, email (optional), mob no and designation and click on "Add"

    (Note: Similar way you can add multiple users in a single agency)

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