How to set up an Agency Contact

This guide will demonstrate how to create an agency contact. An agency contact is who will perform the annual update.

1. Navigate to the prospective agency that will receive the annual update invitation

2. Click the pencil icon under the Agency name

3. Navigate to the bottom of the page to the section titled: Agency Contacts

1. Enter the information for the agency contact who will receive the annual update here. You must select the Annual Update Contact checkbox to ensure the invitation is sent to the correct individual

If this box is not checked, the annual update invitation will be sent to the agency's general email address alternatively.

1. Once the desired agency contact has been added, please click the light blue Save button

   

2. After saving, you will be redirected to the Agency details page