One login for all your Autoagent accounts!

What are Shared Accounts? 

Today, its common for an employee to have multiple job duties. In local government, that may mean a role in various municipalities or groups. For payers, that may mean requiring access to multiple regional accounts or sister companies. Whatever the reason, the requirement of a unique email per account was a hurdle that could previously only be resolved using a secondary email.

We're excited to introduce Shared Accounts a new and exciting way to navigate your accounts through a single account using your primary email address.

To get started:

1. Have a user from the 2nd or 1st account log in to their Autoagent account.
2. On the right, click the down button next to their name and select Manage Users. For security purposes, they may be asked to receive a Two Factor code to verify their session.
3. Click the Add New User button on the right and they'll enter the information of the user they want to add. On save, if that email is detected on other Autoagent accounts, they'll be prompted to confirm their request to share the user with their account. 
4. For now, all shared requests will be reviewed and approved by customer service. Once approved, the user will be granted access to both accounts, with a new toolbar at the top of the page enabling easy switching between accounts. Finally, a new tab will be available in the user's Edit Profile labeled Accounts which allows easy management of the accounts they are shared with.