{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/38db2b5d7f9d44a1aeb107bf9f8eb54f\" frameborder=\"0\" width=\"3024\" height=\"2268\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2268,"width":3024,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2268,"thumbnail_width":3024,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/38db2b5d7f9d44a1aeb107bf9f8eb54f-131ce87a0da5dc52.gif","duration":1394.86,"title":"Agents, Uplines, and Team Portals Guide","description":"This Loom explains how ComTrack team portals work for agents and uplines, covering what users can see and how administrators control access. It walks through the Agents and Uplines tab columns such as email, uploaded files, B.O.B visibility, last login date, and the Login As feature to preview an agent’s dashboard including all-time data, KPIs like a chargeback ratio of 42%, and payroll history and balance owed. It details optional portal features including disposition forms, applications and leaderboard, compliance such as AHIP attestation with certificate upload, licensing with optional auto-renew for non-resident licenses, and RTS, plus boards and chats. It also explains publish, which sets a published on date, locks rows, emails only relevant users with new commission rows, and can be used with settings like showing only rows that have been published or rows where agent payroll equals zero."}