Go to "Settings" and then "Users & Groups."
Click the pencil icon above the user you want to edit.
Change the information as desired and click "Ok."
From here, you’ll be able to edit Name, Last Name, Group, Roles, E-mail, Mobile number, Document number, Password, and Office Hours.
Only the User Administrators can make these changes
If you’d like more information on the different users roles available in Sirena, please visit our User Roles article
To replace a user, it’s only necessary to edit the user information and add the information of the new member of your team.
Note that the portfolio won’t suffer any chages at all in case the agent is replaced, so the clients will continue to be assigned to that user.
If you’d like to reduce your team or completely delete a user’s information, you can visit our article to learn how to delete a user
However, should you still require further clarification or information, please do not hesitate to contact us at firstname.lastname@example.org
We’ll be happy to help 🧜♀️