Overview

As your team grows, you’ll need to easily find and update different agent information. In this article, we’ll go over how to easily locate agents, update their information, and delete them from your app. 

Find an Agent

On a mobile device, hit the menu button in the top right. 

For desktops, look at the left navigation bar. 

Scroll to the Admin view section and click Team.

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The Agent Activity page will open. Enter the agent name in the search field at the top and hit Enter. You can enter a full name or part of a name to see matches. 

To narrow matches based on the agent status, click the funnel icon to the right. Click either Not Signed Up or Signed-Up to filter the agents. 

Edit an Agent Profile

Click the appropriate Agent to open up their profile information. Use the top right dropdown to jump to a specific section of an agent profile. 

There is some information that only agents can update, for example, their Contact Details. Other things can be changed by an admin for agents. 

• Upload Headshot - Admins can edit the image used for the agent profile. Click Change photo to upload a new photo.

• Upload Agency Logo - Admins can edit the image used as the agency logo. Click Change logo to upload a new logo.

Note: There’s an option to Allow Agent Override. Toggling this switch to the right means that the selected agent can change the headshot and logo you select. Toggling the switch to the left means the selected agent is not able to change either of these settings. For more information on permissions see the article Set Agent Permissions. 

When you’re done, scroll down and click Save to keep your changes. If you made a mistake, simply click Revert Changes and the information will return to the previous save state.

Depending on your company preferences, you can also edit an Agent’s Trusted Providers. For more information on trusted providers and managing them, see the article Set Up Trusted Providers. 

Delete an Agent

Use caution when deleting an agent, this cannot be undone. 

Click the appropriate Agent to open up their profile information. Scroll to the very bottom of the profile and select Delete agent account. 

Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!