I want to remove a staff member from our agency’s Agent Portal account.
Sure thing. Let’s take a quick look at how to remove a current staff member from your Agent Portal account.
Note:
Only a team member with Office Manager access will be able to remove team members.
- Login to Agent Portal and click My Agency in the top menu
- Find the team member you wish to remove and click the Delete icon in the right most column.
Note:You will only be able to remove team members that do not have Office Manager access.
- Click Delete on the confirmation screen
Easy-done.
You will notice an alert confirming the staff member has been removed.