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New-Hire Account Creation Templates

Received Response
edited May 3, 2017 9:12PM in Intelligent Advisor for Fusion Service 2 comments



Our organization will occasionally have bursts of hiring new agents, sometimes 50+ at a time.

When I go to Staff Accounts + and try to copy a record it instead attempts to make a copy of the profile instead of the account. 


Is there a way to create New Account Templates where our onboarding staff can create a copy of the template and fill in only the Name and Email? (Tier 1 Agent Template, Tier 2 Agent Template, etc) 

Alternatively, an "Import Existing Definition" similar to when creating a New Report would accomplish the same goal.


Is this possible, or must our onboarding staff create all of these accounts individually?

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