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How to Edit the Agent Portal

The password for the Agent Portal is: BeachBall9007

Agent Portal Update Instructions:

  • In the back office, on the left hand side, go to Settings > WP Docs
  • You will see your top level folders – Community Info, Forms, and so on.
  • To add a folder in the directory that you’re currently in, click on the “New Folder” link. Once your folder has appeared, click on the title of the folder to change it’s name.
  • To edit the contents of an existing folder, just click on that folders icon. This will take you inside that folder – for instance, if you click on the icon for Community Info, you will then see the folders for HOA Docs, Gate Codes, etc. You can now add new folders or files.
  • To add a file within a folder, click on “Add Files”. This lets you either add something already in the media library, or you can upload a file from your computer.
  • To remove a folder or file, rollover it with your mouse and click on the trash can icon at the bottom right.

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