Modifying an Agent

This section describes how to make changes to an existing Agent.

Implementation

1. Access the Agents list for the intended Customer.
   How do I view a list of Agents for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Agents hyperlink.

2. Locate the Agent and click its Details hyperlink.
3. Make all necessary changes using the fields provided.
4. Click Save Changes.