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Making changes to the User

If you need to change user functions or delete a user follow the steps below

Nick Jordan avatar
Written by Nick Jordan
Updated over 3 weeks ago

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.

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