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How to Add or Edit Agents in HIP Office and HIP Office Lite
How to Add or Edit Agents in HIP Office and HIP Office Lite

This article explains how to add or edit an agent in HIP Office and HIP Office Lite

Marcos Jiron avatar
Written by Marcos Jiron
Updated over a month ago

Note: Agents can also be added via the Address Book in HIP Desktop and will automatically be added to HIP Office or HIP Office Lite when you upload a report with that agent attached. Also, any Agent added to an order in Office or Lite will be added to the HIP Address Book when that order is imported into an inspection file.

Step-by-Step Instructions

Step 1: In HIP Office, browse to Data Management->Agents.

Step 2: To add a new Agent, click the Add Agent button.

Step 3: Fill in the agent’s information and click Add New Agent.

Step 4: To Edit an Agent, use the Search box to search for the agent, and then click the Edit Icon on the Agent’s row.

Step 5: Edit the Agent Information as needed, and then click Update.

Contact Support

If you have any questions, please feel free to give us a call at (800) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!

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