Support team member account details

Review and manage an account

1. Open an account from the Agents list and confirm the member’s name and contact details.
2. Review the active or blocked status, assigned stores, manager scope, workload, and activity summaries.
3. To update editable account details, select Edit, make the approved changes, and save.
4. To change access, select Disable Agent or Enable Agent, then verify the displayed status.
5. To adjust manager scope, use the assignment controls in the Manager Scope section and confirm the updated list.
6. Before changing account access or scope, make sure the member’s open work has a clear owner.