portals

This tile will show you all the Active enrolments with their total commissions and it will allow you to do the followings.

• Select the date range from the calendar to view the active enrolments accordingly.
• Select three dots to view the Active enrolments listing screen to see their commissions.
• You can search for a particular student with its name or with their enrolment start date and end date.
• You can also do an Advanced search to apply more filters to view the enrolments accordingly.

This tile will show you all the Documents that are related to the Agent and this screen will allow the agent to do the following.

• You can select the date range from the calendar to view documents accordingly.
• You can select three dots to view the documents screen.
• You can search the document by Name.
• You can apply Dates (Upload Date From and Upload Date Till)
• You can add a new document by selecting the plus icon.
• You can upload a new document by selecting upload a new file and submit.
• You can download the document from the download icon.

This tile will show you the total Commission Due Amount and will allow you to do the following.

• Select the date range from the calendar to view the commission due amount accordingly.
• Select three dots to view the commission due listing screen.
• View Commission Due Listing screen
• Search for a particular student to view their commission
• Apply more filters with the Advanced Search

This tile will show all the communications that Agent had with the student via email or SMS and this screen will allow the agent to do the following.

• You can select the date range from the calendar to view communications accordingly
• You can select three dots to view the communications screen
• You can search for the sender’s name and email subject
• You can apply Dates (Date From and Date Till)
• You can view the communication from the view icon

This tile will show all the total Overdue Amounts of the invoices with the total number of students and will allow the agent to do the following:

• Change the Date Range to view the overdue invoice’s amount accordingly.
• Overdue invoices listing screen
• Search for a particular student with the name and invoice number.

This tile will show all the pending applications and will allow the agent to do the followings:

• Add New Application
• Change the Date Range
• View Student Details
• Select Processed Dates
• Upload Files
• Advanced Search to apply more filters

The Agent Portal is a separate login area for your Agents to access and view information for the applicants/applications and students/enrolments that they are linked to. Typically they may call or email you with questions about the applications or students and their studies, information regarding their commission invoices etc, now they will be able to log in to the portal to get the information themselves. Your agents will only be able to log into the portal if you give them access to it by setting up their login details and the link to access it.

Before you can get your agents to access the portal, you need to understand how it works, how to set it up and how you give them access. This and other posts will help you understand this.

Important: The Agents can only log in to the Agent Portal if their Username and Password are set up on the Agent entry screen. Read more. We will provide you a URL which will be something like https://agents-teamscode.rtosoftware.com.au.

For Example : agents-sea.rtosoftware.com.au

Agent Portal login screen and Dashboard

Agent Portal Dashboard Tiles

Please select a tile below for more information.