Being a Primary Owner, you have the possibility to follow up the activities carried out by your agent(s).

You can do so by simply going through these steps;

Go to your dashboard and click on History.
Choose any of the views(Transaction or Ledger) to verify the transaction history.
Go to FILTER on the top right side of your page.
Enter the start and end date you wish to verify.
Click on the indicator under User and click on the agent's name you wish to verify the transactions.
Click on Use Filters to carry out your search and there you will have details on transactions carried out by each of your agents.

Refer to the screenshot as an illustration.

Agent verification
Was this article helpful?
Cancel
Thank you!