Change or update staff details, access permission and login details

How can I change or update my staff details or login details, or the details of one of my team members?


To update staff details, logins or access, login to Agent Portal and click My Agency.

Let’s take a look at how to go about updating staff details and login details.

Note:

You can only update login details if you have ‘Office Manager’ access.

 

  1. Log in to Agent Portal and click My Agency from the top menu.

    1_navigate.png


  2. Find the team member you wish to update and click on their name.

    Tip: You can find them by typing their name in the Staff Quick Find box on the right.
    2_agentName.png


  3. Update any staff details and permissions on this page and click Save at the bottom.

    Click Login Details from the Edit Staff menu on the left to change their login details.

    Other Emails can contain multiple emails addresses separated by a semicolon. Eg: sales@agency.com.au;principal@agency.com.au

    Click the other tabs in the menu to update any other information required.

    3_editDetails.png


  4. Edit user-name or password by typing in the box and then click Save.
    Note: Usernames cannot include any spaces.

    4_editLogin.png

 All done.

You can also navigate through the other tabs in the Edit Staff menu to make further changes to things like profiles, images and staff documents..

If you have any feedback about this article please let us know in the comments.
If you need further assistance from our Support Team contact us via the Support icon during business hours.

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