User Management

Setting Up Admin Account

The Mod Advisor team creates your company's subscription with one representative as the Company Admin. That person gets an email with login instructions, then completes three setup steps: their profile, your Agency Information, and your users.

Step 1: Complete your profile

Open the menu in the upper right corner and select Profile. Confirm your name and preferred email, and set your password.

Add your mobile phone number for two-factor authentication. If you'd rather not show your cell number on reports, add a public contact phone too; reports will show that number instead. See Managing Your Profile and Two-Factor Authentication.

Step 2: Enter your Agency Information

Only Admins can edit this page. What you enter here brands your reports and fills the About Us back cover in the Report Center.

  1. Select the Agency Information tab.

  2. Enter your business name, general email, phone number and website.

  3. Add a short description of your agency, such as your mission statement.

  4. Upload your company logo: a JPG, JPEG or PNG under 8 MB. Images resize automatically; a horizontal logo works best.

  5. Select Update.

Step 3: Add your users

Select the Users tab to add your team. For each person, enter their name, email and mobile number, then choose their user type (Admin, User or Producer) and, for Users, full or read-only access. See What are the different User Types.

Your company can have more than one Admin.

Step 4: Upload your logo

  • Click on ‘Choose File’. Select the image file you would like to use.

  • Click ‘Open’ at the bottom right of pop-up box.

4. Click 'Update' to Save