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Account Management

Account Management

Managing your XILO account, adding agents, exporting data, managing user permissions

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8 articles in this collection
Written by Brooke Turcotte

Branding Settings on XILO

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Written by Brooke Turcotte
Updated over a week ago

How to add an agent to XILO

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Written by Brooke Turcotte
Updated over a week ago

How to change/reset a XILO password

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Written by Brooke Turcotte
Updated over a week ago

How to get to prospect settings on XILO

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Written by Brooke Turcotte
Updated over a week ago

How To: Update an Agent's EZLynx Username in XILO

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Written by Brooke Turcotte
Updated over a week ago

Agent Settings: Assigning to Forms

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Written by Brooke Turcotte
Updated over a week ago

How to setup round robin agent assignment on a form

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Written by Brooke Turcotte
Updated over a week ago

Adjusting Agent View Permission Settings in XILO

Selecting agent view permissions
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Written by Brooke Turcotte
Updated over a week ago