1. Go to XILO
2. Select Login Type: "Admin" and Login
3. Click on "Settings" from the left side navigation
4. Click on "Team"
5. Click on "Agents"
6. Click on the "Edit" icon
7. Here you can access permission changes for each agent
Options Include:
8. "Alert On New Lead"
9. "Can View All Leads"
10. "Restrict To Assigned Leads" will open a drop-down titled "Agents"
11. This drop-down will include a list of all agents to select
12. "Can View Only Tagged Leads" will open a "Tags" dropdown
13. Any Tags that have been assigned to forms will show here for selection
14. Example:
15. Click "Add EZLynx Username" (if applicable)