Agent Settings

To access Agent settings section, click on the Agent menu item in the Settings drop down

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Then click on the Agent you wish to mange.

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A number of different areas can be managed from the Agent settings section

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Agent Logins

Model Managers

IFA Firms

DFMs

Planners

Service Levels

Classification Types

Investment Types

Edit Agent Details

Once an Agent is created, the details can be updated when they change. To edit Agent details, click the Edit Details button.

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Once the details have been updated, click the Save button.

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