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Agent roles

To view or change agent roles:

  1. Log in to your agent account.
  2. On My Home Page, click User Maintenance.
  3. Click Agent Roles.
  4. The Agent User Search page opens, you can click Search to view who has been assigned what role(s); or, click 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.
    4. Click Save.

  • If New was clicked:

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