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Who can do this: Admins
You can update a rep’s name, email, identifiers, or assigned scoring framework at any time.

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Edit a Rep

1

Open the Dashboard

Open Dashboard
2

Find the rep

Select the rep you want to update.
3

Edit the rep

Select Edit.
4

Update the fields

Change any name, email, identifier, or scoring framework details.
5

Save your changes

Changes apply immediately. Past calls and reports stay attributed to this rep.