Accessing Agent Profiles
The agent profile can be accessed by clicking on the agent name displayed in the roster.
You can also access your agent profile from the applicant's account by clicking on the Pencil icon, next to Agent, on the right sidebar.
Edit Agent Profiles
From the Agent Profile, you can click the Pencil icon on the top right to update your information.
Merge Agent Profiles
If the same agent exists twice in the system, the two accounts can be merged.
Please note that once the two agent profiles have merged, this cannot be undone. All agent data will be merged into one profile and the agent's students will be linked to one account.
Navigate to the Agent Profile you would like to merge. Click the Merge (two blue arrows) icon at the top right.
Search for the name of the agent, then select the correct agent to merge the first account to, and click the Merge Contacts button.
Choose which information you would like to keep and click Merge.