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Managing the Company Roster - Adding and Removing Agents

 

 

Adding an Agent

  1. Login to OLR as the company administrator.

  2. Go to the settings icon on the top right of the screen next to your name.

  3. Click on Company Roster.

  4. Top-right click the link titled “Add New Agent”.

  5. Enter the required fields to highlighted in pink.

  6. Once the agent is added successfully, you will have the ability to send an email with their username and password. You will also have the option to receive their username and password as well.

Removing an Agent

  1. Login to OLR as the company administrator.

  2. Go to the settings icon on the top right of the screen next to your name.

  3. In the search box, type the name of the agent you would like to deactivate.

  4. Click on the agent’s name from the drop-down menu.

  5. Under Actions, click on the red X button to deactivate the agent.

  6. Click on Submit on the confirmation page.

Reactivating an Agent

  1. Login to OLR as the company administrator.

  2. Go to the settings icon on the top right of the screen next to your name.

  3. Click on Company Roster.

  4. Top-right click the link titled “View Inactive Agents”.

  5. Under Actions, click on the green circle button to reactivate the agent.
  6. Click on Submit on the confirmation page.

 

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