Editing a User
If you need to change what sections of BrokerCentral one of your staff has access to - see the steps below:
To edit the member of staff, click on the first symbol (pencil / paper)
This will take you to the user screen and changes can be made and make sure that Save Settings is pressed.
Deleting a User
If a member of staff leaves and you need to remove them from the system using the bin symbol (the third one under options)
The above message will appear - the action cannot be undone - and it does give you the option to assign anything that was in their name to another person on your list - so put new members on first where possible!
Then press Confirm Delete.