The “US Agents” tab provides the ability to view and create agents in the data repository.
- To edit an existing agent, click on the US Agent’s name in the table and make modifications as needed. Then press the Save button.
- To create a new US Agent press the “Create New US Agent” link.
When creating a new US Agent you will need to populate the following data elements:
When you press the “Save” button, the application will prompt you to enter at the least one email and one phone number for each agent.
- Select a method from the list (email, telephone or web site)
- Enter a value for the method selected.
3. Add notes as necessary
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