Updating Agent Profiles

Changes can be made to agent profiles in the agent roster in a few different ways:

  • An ADAM administrator can make changes to the agent profile by clicking “edit” next to any agent profile in the agent roster
  • An agent can click the “edit profile” button in any of the ADAM emails to update their profile via a form at any time
  • The same form from the emails is also available at the bottom of the dashboard where agents retrieve and make edits.

Note: Each form URL is unique to the agent and stores the most recently updated information. Unless an agent chooses to make changes, they will only ever need to input the information into this form one time.

 

For a more in-depth walkthrough of the options for updating agent profiles please click the red play button at the top right of the article for a video tutorial.