If you wish to include an individual on the system who doesn’t have log-in authority, like a viewing agent, then they need to be added as non-user staff in the Configuration > Agency Details > Users widget. There is a separate button to add non-user staff. These staff members can then be selected from drop-down lists and appropriate menus, and they will receive automated emails according to any configured rules, but they don’t have the authority to log in to the system.