Subject
Applies to: Admin/Branch Manager
Purpose: How to maintain an agent's permission level
Location in Ricochet: Management > Agents
Description
This instruction describes how to edit the permission level of an agent.
Resolution
You can modify the agent's permission level in Ricochet by going to Manage --> Agents, click Edit for the user you want to modify, and in the "States and Permissions" area, for the "Access Level" section, click the X to remove the current permission role and select a new permission to apply to the user, scroll down and click Save.
Ask the user to refresh their browser upon saving for the changes to take effect.
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