Agent Profiles provide information about education agents associated with applicants. Depending on your permissions, you can view an Agent's details and update their profile information when required.

There are multiple ways to access an Agent Profile, making it easy to manage agent information while working with applicants.

Overview

OpenApply allows administrators to quickly access Agent Profiles from either the Agent roster or an applicant's profile. Once opened, Agent details can be reviewed and updated as needed.

Keeping Agent Profiles up to date helps ensure accurate contact information and improves collaboration with education agents.

Step-by-Step Navigation

Access an Agent Profile from Roster

Roster > Agent Name

1. Navigate to your Roster
2. Locate the Agent whose profile you would like to view.
3. Click the Agent's name to open their profile.

Access an Agent Profile from an Applicant

Applicant Profile > Agent

1. Open the applicant's profile.
2. Locate the Agent section in the right sidebar.
3. Click the Pencil icon next to Agent.
4. The associated Agent Profile will open.

Edit an Agent Profile

Agent Profile > Edit

1. Open the Agent Profile.
2. Click the Pencil icon in the top-right corner.
3. Update the required Agent information.
4. Save your changes.

Tips & Best Practices

• Keep Agent contact information current to ensure effective communication.
• Access Agent Profiles directly from applicant records when reviewing applications.

Related Articles

• Agent Directory
• Sending Messages to Agents
• Linking, Activating and Deactivating Agents

Frequently Asked Questions

How can I access an Agent Profile?

You can open an Agent Profile by clicking the Agent's name in the Agent roster or by selecting the Pencil icon next to Agent on an applicant's profile.

Can I edit Agent information?

Yes. Open the Agent Profile and click the Pencil icon in the top-right corner to update the Agent's details.

Why can't I edit an Agent Profile?

Your user account may not have permission to edit Agent records. Contact your OpenApply administrator if additional access is required.

In Summary

• Agent Profiles can be accessed from both the Agent roster and applicant profiles.
• Agent information can be updated using the edit (Pencil) icon.
• Maintaining accurate Agent Profiles helps streamline admissions workflows.

Use OpenApply Agent Profiles to efficiently manage education agent information and support your admissions process.