Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed in as an Administrator to access this option.
Click the links below for more detailed information.
Please reference Details settings, Leads settings, Collections settings, Evaluations settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.
Access
- (A) Edit Pencil - From the location list identify the location you wish to edit add users and click to open its profile.
- (B) EmployeesEmployees - Click to access the location's Employees employee settings.
Save
Edit
Employees Settings
Location User List - Users can be removed from a location by completing these steps in reverse order.
- (C) Current Users - The list is broken down by Employees & Managers and will automatically update as new users are added or removed. The system will automatically assign users to their specific role; Managers or Employees. Note: The system classifies Agents as Employees.
- (D) Search - Enter the user name you wish to add.
- (E) Select All - Click to select all unassigned users.
- (F) Name - You can select multiple users for a location by clicking multiple names.
- (G) Assign users - Once 1 or more users are selected, the right facing arrow becomes highlighted. Click to assign users to the location.
Save
- (H) Save - Click to save edits and return to the Location list
- (GI) Cancel - Click to discard any edits made to the location and return to the Location list.
