How to add someone to a report?


**I upload a report. I later want to send the report to an additional agent that already has an HG username. **

Is there a way to do this easily without adding a new account for the agent, or having to open HG software and dig through the long list of agents, find username, cut, paste, etc, etc?

I just want to make the report available to another person easily.

Thanks for any guidance.

From the HG website, you can add a user (goto the uploaded report and click “+User”).

You’ll need to know their HG username, however, if you don’t, just select “Create REP username” and enter their name & info; the system will add them with whatever HG name they already have. (It uses their email address to track the HG name.)



Thanks for helping Dom!