How do I update or lock an existing Agent's profile?

Updating an Agent Profile:

Agents can choose to update their user profile once they have logged into the Switchboard portal by performing the following steps:

Step 1:

Clicking on the Agent name located on the top right-hand side of the navigation bar (See Figure 1).

Figure 1: Link to Agent Details Modal:

Step 2:

2. A Modal containing the Agent profile details will be presented (see figure 2).

Figure 2: User Details Modal

Step 3:

3. Enter new details for the relevant field and select the "Save" button.

Note that the Email Address provided in this Modal is what will be used when logging into the Switchboard portal. As a result, this field should only be updated in exceptional circumstances.

Locking an Agent Profile:

If it becomes necessary to restrict an Agent's access to the Switchboard portal, please send an email to the YUMBI Support Team, providing the Agent's details. Upon receipt of this request, YUMBI will promptly deactivate the Agent's account. You can email Support on support@yumbi.com