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Agent User Guide: User Maintenance

Agent Roles

Step-by-step instructions to view or change agent roles:

  1. After logging in to your agent account, on My Home Page, click on User Maintenance.
  2. Click on Agent Roles.
  3. The Agent User Search screen will display, you can click on Search to view who has been assigned what role(s); or, click on New to assign the Agent User or System Administrator function to the new user.
  • If Search was clicked:

    1. Select the link in the User ID column for the agent information to view/update.
    2. Click Update to terminate the user, assign passwords or to add/remove roles.
    3. Make desired changes, click Save.

  • If New was clicked:

    1. Enter the required agent user information, click Save.
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