How do I enable the Master Agent Feature?

How do I enable the Master Agent Feature?

Who can use this?

Only for Super Admin and User with permission of Create>= Users and Create >=Organizations, in the preference tab of Organization there will be a row for Master Agent/Distributor with default value as below.


  1. The User can make an Organization as Master Agent/Distributor or assign a Master Agent/Distributor to the Organization. The "Assign Master Agent/Distributor" dropdown will populate those Organizations which have been set as Master Agent/Distributor by checking "Is Master Agent/Distributor ".
  2. When "Is Master Agent/Distributor" is checked, it will populate all the Users in the Organization in the "Master Agent/Distributor Primary Contact" dropdown and the loaded Organization in the "Assign Master Agent/Distributor" dropdown and this will be disabled.


  1. When the "Is Master Agent/Distributor" is unchecked, the "Master Agent/Distributor Primary Contact" dropdown will be disabled with value as "None" and User can select any Organization from the "Assign Master Agent/Distributor" dropdown as the selected Organization's Master Agent/Distributor.

  1. If any User is set as "Master Agent/Distributor Primary Contact" then that User cannot be removed from the Organization until another User is made as "Master Agent/Distributor Primary Contact".
  2. In all Organization Grid across the board the Organizations which are "Master Agent" will use the icon of fa-user-circle-o instead of fa-circle for the "Interest Status"



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