2.5.16 How to add new agency in existing project?

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  1. Click on “Projects” tab on the main screen

  2. Click on the project and get inside

  1. Click on “Agencies” option.

  2. Then Click on the “+Add” button to add the agency in that project.

  1. Select the agencies tab and click on Add button

  1. Select the Agency(You can select the agency from organization-level too by enabling the global option)=>Assign the Type of Agency

  1. Then select checklist from the “Checklist” drop-down. (You can select single/multiple)

  1. Click on “Next” button=>Click on Add User (You can Add Multiple Users)

  1. You will get a notification saying that “Project Agency created successfully”.

  2. If you want to edit the details of agency you can click on the pencil button corresponding to that Agency

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