1. Go to XILO

2. Select Login Type: "Admin" and Login

Select Login Type:

3. Click on "Settings" from the left side navigation

Click on

4. Click on "Team"

Click on

5. Click on "Agents"

Click on

6. Click on the "Edit" icon

Click on the

7. Here you can access permission changes for each agent

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

This dropdown 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

Any Tags that have been assigned to forms will show here for selection

14. Example:

Example:

15. Click "Add EZLynx Username" (if applicable)

Click

16. Click on Save

Click on Save

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