Delete Agents

Use Agent Setup in the Advanced Tools submodule in the Settings module to delete selected agents.

To use Agent Setup in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To delete an agent:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company from which you want to delete an agent.
3. In the left pane of the Settings page, click Advanced Tools > Agent Setup.
4. Highlight the agent that you want to delete, and on the grid toolbar, click Delete Agent .
5. In the confirmation dialog box, click Yes.