I cannot see the agents I want to add to a new Branch - how do I fix?

Modified on Fri, Jan 2 at 12:59 PM

Subject

Applies to: Admin/Branch Manager
Purpose: How to see the agents needed to add to a new branch
Location in Ricochet: Management > Branches


Description

This instruction describes how to add an agent to a new Branch when the agent does not appear to be selected. 


Resolution

If you are trying to add a user or users to a new Branch but do not see them in the dropdown list, you'll first need to remove the user or users from the existing Branch they are currently a part of.

Once they are removed from the existing Branch (or if they already were removed), refresh your Browser and then add them to the new Branch.



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