How to Assign a New Manager and Agent on MYMC

Step 1. On the client’s account, go to the menu tab on the right side of the screen. Click the orange “Change Manager” tab and click on the manager of the office location the client will be stationed at, then click save.

Step 2. To change default agent (a.k.a. work station/account manger), click on the “Change Default Agent” tab, select the name of the office manager, then click save.

You have now assigned the client to the office manager. The client will no longer appear on your dashboard, but will appear on the manager’s dash board. The manager will assign a default agent to the client.