How to change an agent's profile

The steps below will help you view an agent's profile:

Step One: Login to the Web Assistant section of your website.

Accessing the Web Assistant tools on a BIRDVIEW Technologies website can be done in one of the following two ways:

The first way is by clicking on the “Web Assistant – Restricted Access Only” link located on the bottom left-hand corner of each page of the website.

PLEASE NOTE: Custom designed websites may have the Web Assistant link located elsewhere on each page, named differently or may not display at all.

The second way is by typing the address for Web Assistant directly into the address field of your web browser. The web address for the Web Assistant login page is the primary address (domain name) for your website followed by /assistant (i.e. http://domain.com/assistant).

The username & password are required to gain access to the Web Assistant. If the login cannot be remembered the Customer Support department must be contacted using one of the following methods to provide assistance in getting you this information:

* Online Form:
http://www.birdview.com/support/forms/password_reset.htm

* Email:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

* Telephone:
1-877-247-3843 Ext. 403

The Web Assistant login page should now be displaying.

Enter the username & password into the corresponding fields and click the “Login” button
to access the Web Assistant.

Step Two: Select "Agent / Office Manager" from the "Rosters" menu.

Selecting the Agent / Office Manager option can be done either of the following two ways:

The first way is to place your mouse pointer on the "Rosters" button (in the gold bar) and a drop down menu will appear, then click the "Agent / Office Manager" option from this menu.

The second way is to click on the "Rosters" button (in the gold bar) to access the menu page, then click the "Agent / Office Manager" icon.

If you are on an office site, you may see an office record here, and you will want to click to Edit the Agent Roster:

If you are on a team site, you may see several agents, or if you are on an agent site or have an agent page login, you may only see one. Click on the edit record to the right of the agent you wish to edit:

This will load the content editor, which will be on the page agent profile, and the subsection of the agent's name. Please note, this tool only works in Internet Explorer. In Firefox, it will continue to load and never come up.

Edit, change, or add any information that you would prefer.

When you're done, click the save icon.

You will get a pop up to verify the save. If you do not see the pop up, or your pop up blocker does not allow it to open up, the page will not save. You may need to disable security software or pop up blockers for this tool to work correctly.

Close the window, and the content editor will reload. Be aware that changes to the page may take up to a half hour to display on the site to clients.