Editing Agent User Accounts

From SchemeServe Help
Jump to: navigation, search

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

  1. Log in to SchemeServe as an Administrator
  2. Click on the Agents Tab
  3. Find the Agent
  4. Click the Edit Link in the People at this agent Box
  5. 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
  6. 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
  7. 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:

Searching for existing Agents

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Deleting an Agent Permanently

Resend Welcome Emails to Agents

Adding a Note on an Agent

Assigning a Scheme to an Agent

Setting an Agent's Commission

Adding a Custom Agreement to an Agent Record

Paying Commissions to Multiple Parties

Creating White Label Agent Websites

Disabling an Agent's Account

Enabling an Agent's Account