Add agent start dates

Learn how to create a start date for any agent who is part of your Paperless Pipeline account.

Create a Start Date for an Agent

1. Click  Your Name then [ADMIN/SETTINGS] to access the Admin page.

2. Click [MANAGE USERS].

3. Click the [GEAR ICON] next to the user and select "Edit User".


4. On the agent’s profile, scroll down to the “Agent Start Date” field.

5. Use the calendar provided to accurately select a start date.

6. Click [UPDATE USER] to complete the process.

You can repeat the steps for any agent that’s part of your Paperless Pipeline account.