How can I delete or update an existing user?
The administrator can easily edit or remove existing users from your Account Info by selecting User Details then Edit User.
Edit a user
Edit user allows you to amend details for the user, as well as set a cover page on a user level
- Hover on your name in the top right corner and select User Details
- Select Edit User for the user you wish to edit
- Update the fields that need to be changed
The Password fields only need to be completed if changing the password - Select Save User
Update Agent Cover Page & Cover Letter
If required, you can also update the Default Cover Page for a specific agent, or change the Default CMA Cover Letter text prior to saving the user:
Remove a user
- Hover on your name in the top right corner and select User Details
- Select Delete User for the user you wish to remove
Note: Removing a user can not be undone. Please make sure you are deleting the right user.
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