Removing an Agent
This section provides step-by-step instructions for removing an agent from a group within the admin panel.
Removing an Agent from a Group:
To remove an agent from a group in our application, follow these steps:
Accessing the Group Edit Panel:
Log in to the admin panel using your credentials.
Navigate to the "Groups" tab in the menu bar.
Click on the group from which you want to remove an agent. This action opens the group edit panel.
Navigating to the Agents Section:
Scroll down within the group edit panel to locate the "Agents" section.
This section displays the agents currently assigned to the group.
Identifying the Agent to Remove:
In the "Agents" section, identify the agent you wish to remove from the group.
Initiating Agent Removal:
Next to the agent's name, there should be an option or icon indicating removal or deletion.
Click on this option to initiate the removal process.
Confirming Agent Removal:
A confirmation prompt may appear to ensure you intend to remove the agent from the group.
Review the confirmation message carefully.
Finalizing Agent Removal:
Confirm the removal action if prompted.
Once confirmed, exit the group editing panel to save the changes.
Note: Removing an agent from a group removes the group's user's ability to use that agent. Ensure that you intend to remove the agent and review the action carefully before confirming.
Additional Information:
Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage groups.
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