Inviting New Downlines

To ensure that new agency accounts are associated with your account as their upline, they need to sign up in a special way, which you'll learn more about below.

Understanding the difference between downline agencies and downline agents. When you add a new user to your White Swan account, that user will be a part of your company account, and will be covered by the general settings in place for your account. When you invite a new downline agency, they will set up their own company account, which will have its own settings.

On the Downline Dashboard, you'll find:

1. A general Agency Signup Link. This link can be shared publically and anyone who signs up through this link will have their company account officially linked as a downline agency to your company.

2. An button to Invite a New Agency. With this option, you can provide some information on the agency you want to invite, such as company name, company subscription, invitee email, and invitee name. This information will be pre-filled for the person setting up this account to help them save time. The invite link you get from doing this can only be used by the invitee you specified.

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Through our API endpoint Onboard Agency, you can access functionality similar to inviting an agency via the Downline Dashboard, but with the ability to provide many more datapoints to pre-fill for them in onboarding.

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While the official downline onboarding methods offered by White Swan offers a good way to onboard downline agencies for most situations, there can still be scenarios where a downline misstakingly signs up through White Swan's general website, and isn't associated as a downline with your company. To handle these situations, you can contact White Swan's team to discuss setting up and providing White Swan access to an API that it can call during normal user onboarding to determine if a user is associated with your company. If a user is associated with your company, this method helps us associate them as a downline even if they don't sign up through the official methods described above.

Did you know? If a user visits your downline agency onboarding page while already being associated with another organization on White Swan, they'll have the option to either create a new organization that will be a downline of your organization, or switch the upline for their current organization to your organization. If a user has more than one organization associated with their account, they'll be able to switch the organization they're currently accessing through the top menu.