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.

1. Log in to Agent Portal and click My Agency from the top menu.
   
   
   
   
   
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.
   
   
   
   
3. Update any staff details and permissions on this page and click Save at the bottom. Scroll down to select permissions. If there are any permissions you can't select it's because of your access level. Contact our Support team via the Support button for further assitance.
   
   Other Emails can contain multiple email addresses separated by a semicolon. Eg: sales@agency.com.au;principal@agency.com.au
   
   Click Login Details from the Edit Staff menu on the left to change their login details.
   
   Click the other tabs in the menu to update any other information required.
   
   
   
   Scroll down the page (in Agent Portal) to see more permissions. When you select a role, eg: Sales Person, the permissions list will expand and be visible.
   
   
   
   
   
4. Edit user-name or password by typing in the box and then click Save.
   Note: Usernames cannot include any spaces.