You can change an agent to:

• Update contact details,
• Enable, disable, or cancel the agent.

 

For operations related to the agent's status:

• as a user: rights and access, see Changing a user,
• as a technician: team, discipline, calendar, cost; see Changing a technician.

 

Prerequisites

• To have created the agent; see Creating an agent.

 

Procedure

1. In the [System] module, select the [Agents] function.
   → The list of agents is displayed.
   
   
2. Select the [Criteria] tab, enter the search criteria and click the [Results] tab.
   → The list of agents corresponding to your search criteria is displayed.
   
   
3. Click on the agent to be changed.
   → The agent detail form is displayed. For details of the contents, see Agent [General].
   
   
4. Change the fields that can be modified, then click on the confirm icon .
   → The application closes the form and returns to the list.