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View and Edit Organization Details

Managing Organization Information

In AgentSync Contracting, agency admins have the ability to view and edit organization details to ensure accurate and up-to-date information. Whether it's updating an address or making other necessary changes, this article will guide you through the process of viewing and editing org details for effective organization management.

Accessing & Viewing Organization Details

  1. In the left sidebar, locate and click on the 'Organization' tab.
  2. You will be directed to the 'details' section automatically, where you can view existing information about the organization, including its address, contact details, and other relevant data.
If you need to make updates to the organization details, simply click the 'unlock' button to enable editing. Once you have made the necessary changes, click 'lock' to save the updated information.


Editing Org Details:

  1. To edit org details, click on the relevant section that requires modification.
  2. Update the necessary fields, such as the address, contact information, or any other details that need to be changed.
  3. Make sure to enter accurate and up-to-date information.