Deleting an Agent Permanently

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It is possible to delete an Agent permanently from your SchemeServe set up. This might be appropriate for house keeping purposes or because an Agent's details are no longer necessary.

Note: All details associated with that Agent will be deleted at the same time.

Note: Once an Agent has been deleted there is no way of restoring their details. If you need to recreate the Agent you will have to do so manually.

Deleting an Agent

  1. Log in to SchemeServe as an Administrator
  2. Click on the Agents Tab
  3. Find the Agent
  4. Click on the Agent's Link to view their profile
  5. Click on the Edit this Agent Link
  6. Click on the Delete this Agent forever Link
  7. Click on the OK Button to delete the Agent permanently OR Click on the Cancel Button to exit without deleting the Agent

Video Tutorial

See Also:

Searching for existing Agents

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Resend Welcome Emails to Agents

Adding a Note on an Agent

Assigning a Scheme to an Agent

Setting an Agent's Commission

Adding a Custom Agreement to an Agent Record

Paying Commissions to Multiple Parties

Creating White Label Agent Websites

Disabling an Agent's Account

Enabling an Agent's Account

Editing Agent User Accounts