Updating Existing Users

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Individual Updates

• Products & Courses
• Managers
• Role

1

Navigate to Employees tab

Go to the Employees tab on the left menu bar. Search for the agent you want to update.

2

Open agent profile

Click the agent’s name to open the agent profile panel.

3

Edit assignments

Hover over the last product or course listed and click the pencil icon to open the assignment dropdown.

4

Apply changes

Select or deselect products and courses, then click “Apply Changes”.

Scroll down if needed to see the “Apply Changes” button—it’s required for updates to save.

1

Navigate to Employees tab

Go to the Employees tab on the left menu bar. Search for the agent you want to update.

2

Open manager dropdown

Click the “Select Managers” dropdown in the Managers column to the right of the agent’s name.

3

Select managers

Use the search box to filter managers or select from the list. You can assign multiple managers to one agent.

4

Save changes

Click “Assign Managers” to save your selections.

Use “Select All” or “Clear All” to quickly manage multiple manager assignments.

1

Navigate to Employees tab

Go to the Employees tab on the left menu bar. Search for the user you want to update.

2

Select role

Click the Role dropdown in the Role column to the right of the user’s name and select Agent, Manager, or Admin.

3

Save changes

The role change saves automatically.

Only admins can change user roles.

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Bulk Updates

• Bulk Assign Managers: Assign multiple agents to managers at once
• Bulk Assign Products & Courses: Update products and courses for multiple agents

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Export Employees Table