As an admin, you can add, remove, and manage individual agents within your Thimble Broker account. When you add agents, you can see their referrals history, sales, and commissions.
1. To add an agent, click the ‘Agents’ tab, then click the Add Agent button or click the Upload Agent List (CSV) button.
2. Fill out your agent’s information and select ‘Send Notification’ or upload your CSV file. You can download our CSV template here: Broker CSV Template
3. This will create them as a broker, and they will receive an email to set a password. Their account will come with their own unique Broker ID and share links.
4. Once your agent is created, you will see them in your Agent List. You can delete agents at anytime. By clicking the icon, you can view their individual referrals table.