How can I update an Agent’s email address?

Modified on Fri, Jan 2 at 1:00 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Maintaining existing agent's email address
Location in Ricochet: Management > Agents

Description

This instruction describes how to make changes to an existing agent's email address and its implications.

Resolution

To update an agent's email address, navigate to Manage --> Agents, click Edit for the user you wish to update, click in the Email area and update the email address.  Click Save at the bottom.  Ask the user to refresh and/or sign in using the new email address for the profile.

NOTE:  If you have any integrations for Email (SMTP / IMAP), the old credentials should be removed and new credentials added via the Configuration --> User Settings --> SMTP Credentials (or IMAP Credentials) area.