|
The steps below will help you change an office 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.
Click on the edit/view link at the bottom of the office record.
The content editor will load, with the office profile page showing, and the location the appropriate office. If your content editor loads constantly and never comes up, you may not be using Intnernet Explorer. Please log into the web assistant using Internet Explorer to access this tool.
You can make whatever changes you need to within the text area.
Then make sure to click the save button, to post your changes to the server.
You will get a confirmation screen. If your security software interferes or your pop up blocker does not allow it to launch for confirmation, the information will not post and the site will not update. You may need to temporarily disable this software.
Click close window, and the content editor will reload with the updated information.
|
Support & Training 
