OneBill: Create a New Agent Account and Link to a Subscriber

Written by Marissa Orsini

Updated at May 4th, 2023

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Table of Contents

Scope Requirements Linking an Agent to an Existing Subscriber

Scope

Intended Audience: White Label Partners

The following steps will show you how to create a new agent account and link them to your subscriber in your OneBill Portal

Requirements

Access to OneBill
Agent Settlement Policies Created

Log in to OneBill
Navigate to Channel > Agent
Click Create Agent
Complete the following
1. Business Name: Name of agent
2. Address, City, State: Agent address
3. Primary Contact Name: Name of agent contact
4. Accounting Display Name: Same as name of agent
5. Primary Email Address: Email of agent
6. Username: Agent portal user name
7. Agent Type: Select based on your created settlement policies
Click Create New Agent

Linking an Agent to an Existing Subscriber

Navigate to Customer > Subscriber
Select the Subscriber
Click Edit
Scroll down to Agent Commissions and click Associate Agent
Select the Agent Name from the drop-down and Type
Click Update Subscriber

link subscriber new agent