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Managing Agents

Posted
Updated
ByNathaniel McRoberts

Agents List

To view the list of users, you will need to access the backend of the website via https://homequestsales.com/wp-admin.

In order to view the Agents List you just need hover your mouse over “Agents” section in the sidebar and then click on the “Agents” option.
When you click on the button you will be taken to a list like the one below. You will have to scroll down on the view to see the list.

Filtering

To filter the Agents List, you can select the one of the options in the bar at the top. By default all Agents will be shown.

The number next to the option indicates how many agents match that criteria and will be how many will be shown in the list when you click on it. For example if you click on “Published”, then the list will show all agents that have there forms filled out and submitted.

 

The available filters are for ones that the logged in person has created (Mine), ones that have been completed and published (Published), and ones that are still being filled out and not published yet (Drafts).

Sorting

To sort the list you click on the column of the field you want to sort by. The first time you click a column it will be in ascending order and clicking the column after that will toggle between ascending and descending.

 

Not all columns are sortable. On this view only the Title and Date are sortable.

 
There is a little arrow next to each column that will tell you which column is sorted and in which direction.

Searching for an Agent

To search for a specific agent then you can start typing in a word or part of a word in the search box in the upper right. Click the “Search Agent” button to initiate the search.

 

Whatever you type will match to the title only.

The search is only within the filters you selected, so if you search for “bruce” and you have a filter of “Mine”, then you will find all records where “bruce” is the title and they were created by the logged in user.

To Edit the Agent

In order to edit the details of a agent you need to click on their name or hover your mouse over the name and select “Edit“. You will be taken to the Agent Detail screen.
After you edit the fields on the agent detail screen you will need to make sure you click the “Update” button at the upper right of the form. If you don’t you will lose any unsaved changes.

Deleting a User

If you want to delete an existing agent you will need hover your mouse over the name and then click the “Trash” button that shows up.
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