How do I edit an Admin (Client Rep) account?
Once you’ve added an Admin (Client Rep) account for someone on your team, you can update their record at any time.
| You can also update event access for a group of Client Reps at once. |
- Step 1. Head to the Configure tab. Choose Client Reps, then Client Rep List:
- Step 2. Locate the person you need to update. Click the Edit link:
- Step 3. Make any changes to the form you need. You can update their email address, for example, or change their permissions in the Type field:
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If you need to change an Admin’s password, follow these steps for security. - Step 4. If needed, you can also restrict an Admin’s access to some of your events.
- By default, Admins access all events. To remove certain events from their view, head to the Event Access section.
- Under Allow access to all events, choose No. Then click the check boxes for the events you want to restrict:
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You can also update event access for a group of Client Reps at once. - Step 5. Click Submit to save the changes.
