- Select “Agents” from the upper navigation drop down menu.
- You can search for the agent by “Status” or “Name”
- Once you’ve found the agent you would like to terminate, click anywhere on the bar (in red below) to highlight their name. Their line will turn blue once they have been highlighted.
- On the left-side panel, under the “Membership” menu, select the “Manage Roles” link.
- To the left of the Agent’s user role, click the “+” sign. Then click “Terminate.”
- Confirm the Agent’s termination date and add any comments you’d like.
- Click the “Terminate” button.
You should now see the agent listed as Inactive and in red.