Managing Licenses in Moxi Present

Moxi Present is flexible enough to grow with your brokerage. Assign licenses to new agents, clear old agents, or resend invitations as needed.

Assign Licenses

  1. Sign into your admin account and select Subscriptions from the left column (see below).
  2. Choose the subscription you wish to work with and select Show (see below).
  3. Use the Actions button to assign a license to a new agent (see below).
    1. NOTE: Contact your Account Manager if you run out of available licenses.
  4. Enter the name and email address of the agent to whom you wish to assign the license (see below).
  5. Select Assign License & Send Invite (see above).

Your agent will receive an email invitation. Once they have accepted the invitation, they have full access to use Moxi Present.

Resend Invitations

Some time may have passed since you sent out your invitations to your agents and an agent may have lost the original email.
Resending an invitation to an agent is easy.

  1. Sign into your admin account and select Subscriptions from the left column (see below).
  2. Choose the subscription you wish to work with and select Show (see below).
  3. Choose your agent and select the Resend from the gear icon drop-down menu (see below).

Your agent will receive an email invitation. Once they have accepted the invitation, they have full access to use Moxi Present.

Clear Invitations

When an agent retires you will need to make their license available to assign to the next agent.
Clearing a license is easy.

  1. Sign into your admin account and select Subscriptions from the left column (see below).
  2. Choose the subscription you wish to work with and select Show (see below).
  3. Choose your agent and select the Clear from the gear icon drop-down menu (see below).
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