How can I edit an existing Agent?

Modified on Fri, Jan 2 at 1:00 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Maintaining Existing Agent
Location in Ricochet: Management > Agents


Description

This instruction describes how to make changes to an existing agent in the system.


Resolution


To edit an Agent, navigate to Manage --> Agents and click on the Edit button for the agent you wish to make changes to.  Once the updates are made, click Save and ask the user to refresh.





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