> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reddy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Updating Existing Users

> Update roles, products, courses, and manager assignments for existing employees

<Info>
  Managers can only update agents assigned to them and adjust products/courses they're assigned to.
</Info>

## Individual Updates

<Tabs>
  <Tab title="Products & Courses">
    <Steps>
      <Step title="Navigate to Employees tab">
        Go to the **Employees** tab on the left menu bar. Search for the agent you want to update.
      </Step>

      <Step title="Open agent profile">
        Click the agent's name to open the agent profile panel.
      </Step>

      <Step title="Edit assignments">
        Hover over the last product or course listed and click the pencil icon to open the assignment dropdown.

        <Frame>
          <img src="https://mintcdn.com/reddy-376a6c19/Qs4O9vx5L9xBh1fl/manual/images/Edit-assignments-agent-profile.png?fit=max&auto=format&n=Qs4O9vx5L9xBh1fl&q=85&s=ce5acdf22eba3ac369bdfb2b9ddadbaa" alt="Agent profile panel showing pencil icon to edit product and course assignments" width="336" height="728" data-path="manual/images/Edit-assignments-agent-profile.png" />
        </Frame>
      </Step>

      <Step title="Apply changes">
        Select or deselect products and courses, then click **"Apply Changes"**.

        <Tip>
          Scroll down if needed to see the "Apply Changes" button—it's required for updates to save.
        </Tip>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Managers">
    <Steps>
      <Step title="Navigate to Employees tab">
        Go to the **Employees** tab on the left menu bar. Search for the agent you want to update.
      </Step>

      <Step title="Open manager dropdown">
        Click the **"Select Managers"** dropdown in the Managers column to the right of the agent's name.
      </Step>

      <Step title="Select managers">
        Use the search box to filter managers or select from the list. You can assign multiple managers to one agent.

        <Frame>
          <img src="https://mintcdn.com/reddy-376a6c19/6rtnT3OOFZpH87Wd/manual/images/updating-managers.png?fit=max&auto=format&n=6rtnT3OOFZpH87Wd&q=85&s=1581534b87e27cb7ab1e66c1dda7431f" alt="Select Managers dropdown in the employees table for one-off manager assignments" width="2850" height="1618" data-path="manual/images/updating-managers.png" />
        </Frame>
      </Step>

      <Step title="Save changes">
        Click **"Assign Managers"** to save your selections.

        <Tip>
          Use "Select All" or "Clear All" to quickly manage multiple manager assignments.
        </Tip>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Role">
    <Steps>
      <Step title="Navigate to Employees tab">
        Go to the **Employees** tab on the left menu bar. Search for the user you want to update.
      </Step>

      <Step title="Select role">
        Click the **Role** dropdown in the Role column to the right of the user's name and select Agent, Manager, or Admin.
      </Step>

      <Step title="Save changes">
        The role change saves automatically.

        <Warning>
          Only admins can change user roles.
        </Warning>
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Bulk Updates

Use the buttons below the employees table for bulk changes:

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

<Info>
  Only admins can use bulk assignment features.
</Info>

### Export Employees Table

Export current assignments to review who needs updates before making bulk changes. The export includes all currently visible columns (Employee, Email, Role, Products, Date Joined, Last Login, Managers).

<Frame>
  <img src="https://mintcdn.com/reddy-376a6c19/Qs4O9vx5L9xBh1fl/manual/images/Export-Reddy-Users.png?fit=max&auto=format&n=Qs4O9vx5L9xBh1fl&q=85&s=905aa3e013eae79accc3ac9fd85ad570" alt="Export button in the employees table showing available columns for download" width="2874" height="1622" data-path="manual/images/Export-Reddy-Users.png" />
</Frame>

<Tip>
  Adjust column visibility using the "Show / Hide Columns" button in the top right before exporting.
</Tip>
