How Do I Change an Employee to an Agent?

How Do I Change an Employee to an Agent?

When an employee becomes an agent, instead of creating a new record, the existing record can be updated to reflect the new role:

Navigate to the employee's profile;

  1. Click People menu
  2. Click search to locate the employee profile
  3. Click Agent basics
  4. Click the plus (+) button next to positions
  5. Select a position Sales Associate from the dropdown list
  6. Select an office
  7. Enter start date
  8. Click add

When prompted, do you want to give this employee a sales agent position?

  1. Click Yes

After the system processes the update, the following two changes will occur:

  1. The type associated with the record will be updated to Agent
  2. All sub menus on the left side of the screen will become available to edit (depending on the access settings enabled for the user login credentials)

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