SOP - How to Update Email Address, Groups & Roles

Email Address Change Process:

This SOP explains how does the Email Address and Group Allocation can be changed for a Lisenced agents

Step:1

Click the setting icon >> Go to admin setting >> Go to user management >> Select The Agent icon
(highlighted)

Step:2

List of Agents Names will appear on the next page. Click the Name of the agent, changes needs to be done >> Click the edit button ( Pen highlighted)

Step 3:

In the highlighted section we can change the Email Id of the Agent, we also have the option of changing the first & last name phone number etc.

Step 5 :

To change the email address >>Click to proceed

Step 6:

Click to proceed >>click to confirm the email address.

Post that we can scroll down the tool bar >> we have the options of setting up Groups and Roles

Post changing the Email Address, Name, Group and Roles >> Click to update.