Add Agent Start Dates

SUMMARY
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

To create a start date for an Agent:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Click [Manage Users] from the left menu.
  3. Click the [Gear] next to the user and select "Edit User".
  4. Scroll down to the “Agent Start Date” field and enter an appropriate date.
  5. Click [Update User].

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