To maintain your current list of agents, use the search and management tools provided:
- Search/Filter: Use the "Select agent status" checkboxes to filter between Active and InActive agents.
- Locate Specific Records: Enter a specific name or login ID in the "Search by agent name or login id" field and click Search.
- Review Data: The system will display the results in a table, showing the company, login details, location, and the date the account was created.
- Update Records: If you need to update an agent's details (such as a change in address or email), locate their entry in the list and look for the edit icon (pencil) to open the details form for that specific agent.
Manage User Level Access- change users permissions.
Edit Users Information
View Agent
Reset Password
Inventory setup user level
- Export Data: If you need to pull this information for your own records or reporting, click the blue Export (download) icon above the search results table.