How Do I Edit An Existing Agent?

Created by Eric Sorrells, Modified on Mon, 22 Sep at 2:57 PM by Eric Sorrells

Editing the information for an existing agent already in your Agent List is quite simple!


To edit an agent:

  • Select the project from the sidebar
  • Select "Agent List" in the sidebar
  • Find the agent whose info you with to edit in your Agent List
  • Click the pencil icon inside the 'Edit' column for the agent whose information you with to edit
    • Or, from the agent profile page, click "Edit Agent"
  • Edit the agent's information as needed
  • Click the "Save Agent Info" button

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