How to Add/Edit/Deactivate/Delete a user

THIS CAN ONLY BE DONE BY THE ADMIN OR MANAGER IN AN OFFICE ACCOUNT

If you are an admin for an office account, one of the main feature is the ability to add unlimited users.  With this function, you will also have the ability to add privileges, disable accounts and edit log in credentials. Please see the instructions provided below on how to get these functions done.

Adding a User Account

  1. Log into your admin/manager account.
  2. Click your Name in the top right corner of the website..
  3. Click Account
  4. Click Manage User from the vertical navigation bar on the left
  5. In the top right hand corner of the page, click Add User.
  6. Enter all the necessary information for the agent.
  7. Click Save.
Edit a User Account
  1. Log into your admin/manager account.
  2. Click your Name in the top right corner of the website..
  3. Click Account
  4. Click Manage User from the vertical navigation bar on the left
  5. Click the name of the agent
  6. Click Update in the top right.
  7. Update the information for the agent
  8. Click Save.
Deactivate/Delete a User Account
  1. Log into your admin/manager account.
  2. Click your Name in the top right corner of the website..
  3. Click Account
  4. Click Manage User from the vertical navigation bar on the left
  5. Click Name of the agent
  6. Click De-activated/Delete in the top right.

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