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

  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. 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.