Agents are the sub-users to the underlying account with specific permissions assigned. Managers can create any number of agents and manage their details and permission under Manage Agents Section.Our agent list has been diligently built to give you complete access over the performance of agents. The following are the action terms you can apply to manage agents:

  1. Add Agent Groups

  2. Grant feature wise permissions

  3. Update agent details

  4. View offline/ Online status

  5. Login as your agent

To efficiently manage agents, follow the steps below:

  1. To view the “Agents” page, click on the main menu, and under ‘Others’, click on Agents.

  2. To create a new agent, click on icon. A pop up window appears

  1. Enter the first name, last name, username of the agent. Set a password and confirm the same.

  2. Enter the Email address and mobile number of the agent.secondary number option is available. Additional details can also be added. Bulk upload to create new agents is also available.

  3. Tick on ‘Active’ and ‘Is Online’ if the agent is an active part of the team. Once created, the agent can change the status to offline when he’s away.

  4. To edit the details of the agent, click on  icon.

  5. Agent group is a list of agents who belong to a team or perform a similar function. To add an agent group, click on icon. A pop up window appears.

  1. To create an agent group, enter the group name and click on ‘Create’. Your group will be created. 

  2. Then click on icon to add an agent to a group.

  3. To delete an agent group, click on icon.

  4. To login as a particular agent, click on icon. Through this feature, you’ll get to see the permissions your agent has access to.

  5. To grant permissions to an agent click on icon. A pop up window appears.

  1. Tick on all the features your agent need access to and untick the unnecessary features. Click ‘Save’ to wind up the process.