Editing agent or staff details allows you to update their information, roles, or access permissions.

Step 1 : Go to the Agent List:

• Follow the steps to open the Agent List from the Manage Agent menu.

Step 2 : Locate the Agent to Edit:

• Search or browse the list to find the agent whose details you want to modify.

Step 3 : Click the Edit Icon:

Next to the agent’s name, click the Edit icon to open their profile.

Step 4 : Update the Agent Details

Modify the fields as needed:

• Change the Name, Email, or Password.
• Update their Role or Status.
• Adjust assigned Segments if access needs to be restricted or expanded.

Step 5 : Save Changes:

Once you’ve made the necessary updates, click Update to apply the changes.

Key Features of Agent Management #

1. Centralized Management:
   • Easily view, create, and edit agents in one centralized location.
2. Role-Based Access:
   • Assign roles and permissions to control access to modules and data.
3. Segment Assignment:
   • Customize data visibility by assigning agents to specific user segments.
4. Search & Filter:
   • Use search and filter options to quickly locate agents or staff members.

Tips for Managing Agents #

• Regular Updates: Periodically review agents’ roles and permissions to ensure they align with current responsibilities.
• Role Clarity: Define roles clearly to avoid overlaps or unauthorized access.
• Segment Assignments: Use segments wisely to provide focused access and prevent data clutter for agents.
• Security: Ensure passwords are strong and unique to protect user accounts.

Outcome #

With these steps, you can efficiently manage your agents and staff in TextCRM. Whether it’s creating a new agent, editing an existing one, or simply viewing the agent list, TextCRM’s role-based management ensures streamlined and secure operations for your team.