How to Add or Remove a VA/Admin from Your Account

Learn how to add or remove a VA or Admin from your Agent Suite account. Follow the steps to manage your users and ensure the right people have access to your account.

How to Remove a VA/Admin

  1. Go to Settings.

  2. Select My Staff/Users.

  3. Find the user or admin you want to remove.

  4. Click Delete/Remove.

  5. Confirm the removal to complete the process.

How to Add a VA/Admin

  1. Go to Settings.

  2. Select Users.

  3. Click Add User.

  4. Enter the required information:

    • First Name

    • Last Name

    • Email Address

  5. Select the appropriate access permissions for your VA or admin.

  6. Click Save to complete the process.

Note: Make sure to assign the appropriate access permissions based on the user's role and responsibilities.

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