There are three ways you can opt your agent out of Porch, without disabling the Porch connection entirely.
From the Agent Edit Screen
In your ISN navigate to Clients/Agents -- Agents -- Agents
Then, find the agent you'd like to opt out and click the pencil icon to the left of their name.
Check the box 'Do not send any emails or SMS messages relating to Porch'
Then hit Save Agent and you're all set!
From the Order Form
When editing your order, navigate to the section where you enter agent data and check the box for their record titled: 'Do not send any emails or SMS messages relating to Porch'.
Continue working in, and save your order as normal.
From the View Order Screen
Click the "Porch Status" icon located towards the top of the order summary page, as indicated below:
A small window pop-up will appear, then click "Opt Agent Out":
Then you are all set!
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.
Please note that regardless or whether Porch Gold is enabled or not, your customers may choose to interact directly with other Porch Family companies or Porch services and will be able to choose to opt in to sharing their personal information for the purpose of receiving marketing calls or other purposes.