Jumping straight to a specific Agent

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It's easy to get to a specific Agent's details if you know their Agent ID for SchemeServe.

Jumping to a specific Agent

  1. Log in to SchemeServe
  2. Click on the Agents Tab
  3. Enter their Agent ID in the box
  4. Click the Agent's Link to view their details
  5. Click the View Cases Link to view all the Cases associated with the agent

Video Tutorial

See Also:

Searching for existing Agents

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Deleting an Agent Permanently

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