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Change a user's agency

Everything you need to know about changing a user's agency in CallConfirmLive!.

Written by Billy Dilks

You may need to change a user's agency if they transfer to a different department, role, or location within the organisation. This ensures their account reflects the correct agency for proper access, reporting, and scheduling, and helps maintain accurate data.

To change the agency a user account is linked to, raise a new case online and reference the title of this article. Include the following information:

  • Name and username of the user.

  • Full name of the new agency the user needs to be linked to.

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