ADMIN: Quick Links

ADMIN: Quick Links

Quick Links are a great tool to utilize to really make ClientBAY a one-stop shop for your agents.
Your Quick Links button is located at the top right of your screen and you are able to add any outside link that you would like in here. 


  1. Select the Quick Links icon in the upper right hand corner of your ClientBAY platform
  2. Select the +Add Personal button
  3. Add the label for the Quick Link
  4. Add the URL 
  5. Select Add
To add a Company Wide Quick Link, 
  1. Select the Admin Management button. This will take you to your Company-Wide Quick Links Home Dashboard 
  2. Select the blue Add Link button in the upper right hand corner
  3. Select if the link is an actual web link or a Single Sign On link.
  4. Put the URL into the Quick Link box and give it a title in the Label box so your agents can easily find it. 
  5. Designate who gets to see this Quick Link in their ClientBAY by certain access levels, offices or all
  6. Press the Save button

To edit any Personal or Company-Wide Quick Links
  1. You can either do this on your Company Wide Quick Links Dashboard by selecting the three dot action button associated with the Quick Link you  want to edit OR
  2. You can now do this on the New Quick Links Experience by selecting the Quick Links icon in the upper right hand corner of you ClientBAY platform and selecting the three dot action button associated with the Quick Link you need to edit



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