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  1. At the Agent ID / Bank ID field, select the adjacent lookup icon .

    The Agent ID / Bank ID box opens.

  2. In the Agent Name, Agent ID, and Range To fields, enter any search criteria for the agent you want to add, and then select Search.

    The agents meeting your criteria are listed in the Search Results section.

  3. In the Search Results section, select the check box for the agent you want to add, and then select Move Checked.

    The agent you selected appears in the Selected Agents section.

  4. In the Selected Agents section, select the check box for the Agent Name you want to add to the hierarchy level, and then select Apply Selected.

    The Agent Lookup box closes and your selection appears in the Agent ID / Bank ID field.