You have two options when it comes to adding brokers:

1. Import all your brokers (recommended process)
2. Add a broker 1 by 1

In both scenarios, this will add your brokers and you can then create individual users for each broker account. 

You also have the option of providing permission to the brokers to create additional broker users themselves.

Importing brokers

1. Head to the agents tab
2. On the right, select “Import Agents” and download the file by selecting “this format”. This will download a csv template
3. Add the brokers ensuring names, contact details, username & passwords are populated (some fields can be skipped e.g. FCA and Fax)
4. Import list
5. You can then go into each broker account and add individual users on the right by selecting “People at this agent”
   - Alternatively, you can make the main broker you imported an admin broker - this will allow them to add their own users - 
   (This will not give them further access or permissions to anything else)
6. Ensure the broker is enabled in the top left

7. By selecting “edit this agent” in red, you can add further settings e.g.
- TOBA
- Permission to specific schemes only
- Email address where statements should go
- Commission - We recommend avoid storing commission here and using a lookup file (please see section at the bottom)

Adding brokers 1 by 1

1. Head to the agents tab
2. In the top right, select “New Agent”
3. Add the name of the broker account
4. Complete all mandatory fields
5. Follow on from step 5 above

 Store all your broker details in a lookup file - this will make it a lot easier to manage and keep rating files smaller and cleaner.