Editing Agent User Accounts

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