Editing Agent User Accounts
From SchemeServe Help
It's simple to add or remove Users from the Agent's account or to edit any details you may have on that User.
Editing Users
- Log in to SchemeServe as an Administrator
- Click on the Agents Tab
- Find the Agent
- Click the Edit Link in the People at this agent Box
- To Delete a User click the Rubbish Bin/Trash Can Icon by the User's name and then Click the OK Button to delete the account OR Click the Cancel Button to return to the account without deleting the User
- To Add a User Click the Add New Button, then complete all the relevant fields for the User (Personal Details, Login Details and Email Address) and then Click the Save Changes Button to add the user) or click the Back Button to exit without adding the User
- To Edit a User's details Click the Notepad Icon and change any details necessary, then Click the Save Changes Button to save the changes or Click the Back Button to exit without saving changes
Video Tutorial
See Also:
Jumping straight to a specific Agent
Importing Agent Details from External Sources
Exporting Agent Details for External Use
Resend Welcome Emails to Agents
Assigning a Scheme to an Agent
Adding a Custom Agreement to an Agent Record
Paying Commissions to Multiple Parties