Your position/title/rank in Evertel is tied to your agency profile and is unique to each agency you may belong to. So, you can have different positions or ranks in each agency.
How to change your position:
- Once logged into Evertel click on your name/profile picture in the top right of the screen and select My Agencies
- On the My Agencies screen, click on the edit link next to the position in the agency you would like to change
- Select your position and click Save
How to change a Guest's position:
If a guest does not have a primary agency they cannot change their position or assignment. This requires that agency’s Executive or Management role to make the changes.
The steps are below:
- Once logged into Evertel click on the Settings (gear) icon in top left of the screen & select Manage Users.
- On the Manage Users screen, click on the guest you would like to make changes.
- Click Edit next to the Position and type the new information before clicking Save.