Put an Agent's Account on Hold
7 steps
|
2 minutes
Run Agent Payment Profile Report
1
Navigate to "Reports"
2
Click "Agent Billing"
3
Select "Agent Payment Profile" to open the report
Enable Agent Account Hold
4
Locate the agent and view their profile via the Action button
5
Enable an Agent’s account hold directly from the report
Alert! Account Hold prevents an Agent from ordering additional items from the Marketing & Service module. It does **not** stop subscription billing or prevent staff from creating new invoices for the Agent.
Tip! This is also where you disable an agent’s account hold
6
View the audit log to review changes made to an Agent’s account hold status in their profile.
7
Click "Close" to exit the report
