Edit agent
Module: Workers · For: Carrier users · Page address: /carrier-portal/workers/agents/:id/edit
How to get there
Section titled “How to get there”Team → Agents → Demo — synthetic · Nathan Foster → Edit Agent
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Workers module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | No |
| User | No |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Workers | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on Workers | Manage also grants it |
| Upload document | Upload on Workers | Manage also grants it |
| Edit notes | Edit on Workers | Manage also grants it |
What this page tells you
Section titled “What this page tells you”PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. Upload a state license, E&O insurance, or W-9 to get started.
What you see
Section titled “What you see”- Identity & contact
- Agent profile
- Skills
- Compliance documents
- Notes
- Agent card — Editing
- Demo — synthetic · Nathan Foster
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Upload document
- Choose File
- Edit notes
- Hide Notes
- License number
- License state
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| First name | Yes | textbox | Marla |
| Last name | Yes | textbox | Rivas |
| Yes | textbox | marla.rivas@grennex.example |
|
| Phone | Yes | textbox | (555) 0142 |
| Location | No | textbox | Fort Worth, TX |
| Status | Yes | combobox | Active |
| Agent code | Yes | textbox | AG-00142 |
| Agent type | Yes | combobox | Sales |
| Territory | Yes | textbox | Southwest |
| Join date | No | textbox | 2026-03-04 |
| Commission | No | spinbutton | 3 |
| License number | Yes | textbox | TX-BR-118420 |
| License state | Yes | combobox | Select… |
| Languages | No | textbox | English, Spanish |
| Specialties | No | textbox | Refrigerated, LTL |
| Certifications | No | textbox | Certified Transportation Broker |
| Document type to upload | No | combobox | State License |
When there is nothing to show
Section titled “When there is nothing to show”- “No documents yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27