Updating CSR Information

You can scroll through an entire list of Customer Service Representatives for your organization. You can then edit a CSR's name, username, password, and location information.

Steps

  1. Scroll through the list of CSRs to find the CSR's account that you want to modify.

  2. Click to edit a CSR's information, click to view a CSR's details, or click to Manage Security for the CSR.

  3. Edit the CSR information. See Adding a CSR for more information about the CSR options you can modify.

Note

If a CSR forgets the password, you can assign a new one by updating the password information here; type the new password in both the Password and Confirm Password fields to change the password.

  1. Click OK. The system will display a confirmation screen indicating the account information was updated.

See Also

Adding a CSR to the System

Manage Security