Enabling an Agent's My Business Portal

The My Business portal provides agents with a convenient and secure way to access and manage their data and tools within the SkySlope Books platform. To enable your agent’s access to their My Business portal, follow the steps below:


In the left menu, navigate to Directory. Under Directory, select User Profiles. This will take you to the User Profiles page.


Find the agent for whom want to enable My Business, and click the overflow menu. Then click Edit.



Check the box to Create 'My Business' portal. Click Save.



Your agent will now be invited to their own My Business account.

Note: The Create My Business portal option will only be visible for User Profiles that have been invited to SkySlope Books.


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