Editing Clients or Agents

This article shows you how to edit your client or agent data while not editing an order in ISN.

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Written by Sydney Honda
Updated over a week ago

Go to Clients/Agents -- Agents -- Agents and click the Pencil icon next to the agent you want to edit.

Make any necessary changes to their profile and hit Save Agent at the bottom.

The process for Clients is much the same, just go to Clients/Agents - Clients - Clients instead.

From the order view screen.

You can edit a client or an agent from the order view screen by clicking the Pencil button next to their contact info for the order.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

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