Editing & Updating User Information

Step 1: In the left sidebar menu, click the Agent/Teams tab.
Step 2: Locate the agent and click on the three-dot menu to the right.
Step 3: Select Edit Agent.
Step 4: After clicking on Edit Agent from the dropdown menu, a new window will appear where you can update their information.
Step 5: Use the sections on the left to also update the Agent's Role and Assignment information.
Step 6: Click Save to confirm the changes.

Success! You have updated the Agent information.

Step 1: In the left sidebar menu, click the Agent/Teams tab.
Step 2: Locate the agent and click on the three-dot menu to the right.
Step 3: Select Edit Agent.
Step 4: On the next screen, select the Role section on the left.
Step 5: From here, you can select the appropriate Office and Team assignments and click Save.
Step 6: Click Close to exit.

Success! You have assigned an Agent's Office.

Step 1: In the left sidebar menu, click the Agent/Teams tab.
Step 2: Locate the agent and click on the three-dot menu to the right.
Step 3: Select Edit Agent.
Step 4: On the next screen, select the Role tab on the left.
Step 5: Click the Team dropdown and choose the Select Team default option from the top of the list, and click Save.

Success! The agent is no longer associated with the previously assigned team.