2.3. Editing User Details

By default, this section will display all users of all the offices you have access to, but this can be adjusted by selecting specific offices in the office drop-down button.

To edit a user's details, click the name from the list.

You will see the user overview, which displays a summary of the user's information.

Edit Details

Details

Upload the picture of your agent or admin by selecting the image from your device and dragging the slider in the editor window to resize the image. You can also drag the image itself to center it. Click "Done" and wait for the picture to load then proceed to add more details.

Agent Dashboard Access

Check the access that the user should have.

Admin Dashboard Access

For admin access, select if they should be a Regular Admin or a Super Admin. Next, select the level of access that your admin should have in terms of Office Administration, Integration (if available), Publishing, Settings, Notifications, and Billing.

Offices

Assign the user to an office. Select other offices when needed.

Customer Escalation

Choose if the user should be an Escalation Contact.

Double-check all information and click Save.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials

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