TABLE OF CONTENTS
- Welcome!
- Please follow the steps below to get your profile finalized and added to the website:
- Additional Resources
- Digital Agent Advisor Support Centre
Welcome!
You've recently been provided access to Digital Agent (also known as the Digital Workspace or the Website Editor).
Please follow the steps below to get your profile finalized and added to the website:
1. Logging In
Once your profile has been added, you can log in to Digital Agent using the login link provided by your Marketing team. Depending on your environment, you may encounter one of the following login experiences:
Single Sign-On (SSO)
If your environment uses SSO, simply navigate to the login link provided. You should be automatically signed in to your Digital Workspace without needing to enter a username or password.
Login page
If you encounter a Login page (example below), you can use the "I forgot my password" button to set your password before you login for the first time.
See: Setting or Resetting Your Password for more information.
2. Confirming your profile information
After logging in, navigate to My Profile to review your profile information.
Make any necessary updates and click Submit for Approval at the bottom of the page to send it for compliance review.
Be sure to also verify and update information for all team members under the Team Members tab, if applicable.
See: Editing Your Profile Information for comprehensive instructions on how to edit every aspect of your profile.
3. Add a Profile Photo (Optional)
For optimal performance, please ensure you first consult with your marketing team to ensure your image has been sized to the correct specifications. Adding a profile photo that is too large may negatively affect your website's performance.
See: Adding or changing a Profile Photo for instructions on how to add a profile photo
After your profile has been configured in the My Profile section, you can now display it on your website by adding the Team Member Profile web gadget to your Draft website.
4. Viewing your Draft website
The My Website section of the Digital Workspace gives you access to Draft Mode, where you can edit your website content, add widgets, and preview your changes before they've been approved.
5. Displaying your profile on your website
To display your profile information, please see: Displaying Team Member Profiles on Your Website for more information.
Your profile has now been successfully added and you may preview it within the draft website. Once your profile has been approved by Compliance, it should reflect on your Live website within 20 minutes. Your contact information will be automatically added to the footer of the website if you environment has been configured to display all team member's information.
Congratulations! You've now made your first changes within Digital Agent.
Additional Resources
For further instructions and guidance on editing your website, refer to our Knowledge Base.
You can use the Knowledge Base to assist you in performing any changes you might require in updating and customizing your website. If you have any questions about how to perform a task and are unable to find the answer here, please reach out to your Marketing team or our Advisor Support Centre.
Digital Agent Advisor Support Centre
Open from 8:00 AM - 8:00 PM EST
Email: support@digitalagent.com
General Service Number: 647-496-5772
Toll-Free: 1-888-461-1093
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