Account Settings
How do I edit Account Settings? Open
Follow the steps to access Account Settings.
Once you're on the Agent Information page, look over the information. If no information needs to be changed or added, click Cancel to exit. If information needs to be updated, click Edit.
Once updates are completed, click Save. You will then be routed back to the Agents page.
How do I access Account Settings? Open
You can access Account Settings in one of two ways.
The first is to click on the Profile/Gear icon in the upper right of your screen, and then choose Account Settings from the dropdown menu.
The second way to access Account Settings is to click on Agents in the Application section of the Administrator, Supervisor, Agent Menu.
Then click on the Info/Profile icon to the left of the agent whose account you’d like to access.
NOTE: Agents will only be able to update their own information.