Removing an Agent

Removing an Agent from a Group:

To remove an agent from a group in our application, follow these steps:

1. Accessing the Group Edit Panel:

   • Log in to the admin panel using your credentials.

   • Navigate to the "Manage 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.

     
2. 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.

     
3. Identifying the Agent to Remove:

   • In the "Agents" section, identify the agent you wish to remove from the group.

     
4. 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.

     
5. Confirming Agent Removal:

   • A confirmation prompt may appear to ensure you intend to remove the agent from the group.

   • Review the confirmation message carefully.

6. Finalizing Agent Removal:

   • Confirm the removal action if prompted.

   • Once confirmed, click save and 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.