iA
iAutoAgent
Contractor Portal
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Create Assignment

Complete every calendar field before sending the assignment for acceptance.

No client or Car Concierge calendar invitation is sent until the selected Car Concierge accepts the assignment.
Assignment Setup
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Archive Assignment

The assignment will be removed from active portal views but permanently retained in the audit history.

This reason becomes part of the permanent assignment audit record.

Add Sell Smart Agent

Sell Smart Agents can organize their own Showings when their calendar is shared with Brie.

The calendar must be shared with brie@iautoagent.com with permission to make changes.

Set Your Portal Password

Create the password you will use to sign in to the iAutoAgent Contractor Portal.

Add Portal User

Assign portal roles, set Car Concierge pay, and control commission eligibility separately.

New users receive a secure invitation email. Existing account emails cannot be changed here.

Portal Access

Select every role this person needs. Roles control access, not commission eligibility.

Archiving is handled separately

Use Archive User from the Users & Rates page. Archiving blocks sign-in and preserves assignments, payroll, commissions, and audit history.

Archive Portal User

Archive this user and block portal sign-in.

The user cannot be archived while unresolved assignments still reference them. Historical records will remain intact.

Decline Assignment

The only permitted reason is a prior appointment.

Reassign Car Concierge

The new Car Concierge will receive a new assignment request email.

Add Approved Amount

This amount is included in calculated assignment pay.

Request Additional Amount

The Client Services Director must approve it before it counts toward pay.

Review Request

Vehicle Condition Ratings

Notes are required for any rating of 5 or below.

Mailing Check Details

Carrier and tracking number are required before ending.