How can I edit Custom User Fields in the Agent Profile?

Modified on Fri, Jan 2 at 1:00 PM

Subject

Applies to: Admin/Branch Manager
Purpose: How to edit custom user fields in agent's profile
Location in Ricochet: Management > Agents

Description

This instruction describes how to edit a custom user field in an agent's profile.

Resolution

If you have Custom User Fields added on an Agent's profile, you can edit the field name label, edit the content inside the field, or delete the field altogether by going to Manage --> Agents, scroll to the agent you want to edit, click the Edit button, scroll down to the Custom User Fields section and make any necessary changes/updates, then click Save.