- To begin, go to your ShareCARD account and go to the ‘Agents’ section.
- Then, click the plus sign to create a new agent account. Fill in the required details in the form, and then click ‘Add Agent’.
- Now, share the agent pin with your field team so they can use it to log in to their account.
- Your agents can easily log in to their accounts using their mobile phones. If they haven’t already, they can download the ShareCARD Agent app from the Play Store.
- Once logged in, agents can start creating and Verifying profiles for the beneficiaries they work with and completing the tasks assigned to them.
And that’s it!
You have successfully set up agent accounts on ShareCARD for your team. You are now ready to streamline your field operations in real-time, and make a meaningful impact.
If you have any questions or need further assistance, feel free to reach out.
Happy Implementing!