Administrators and managers can edit agent roles. Roles control what agents can do in MSPComplete
Follow these steps to edit the agent role.
- Select the workgroup on the top of the left navigation pane.
- Click People on the left navigation pane.
- Under the Agents tab, click the ellipsis icon for an agent, and then select Edit.
- You can edit the details listed below:
Detail Description Role Choose one of the available roles:
- Inactive
- Associate
- Manager
- Administrator
For more information, read the article on MSPComplete Agent Roles and Privileges.
If one of your agents leaves your organization, you can update that agent's role to inactive.
- Click Save to save your changes.