Adding a New Agent

Adding a New Agent:

To add a new agent to your company, follow these steps:

1. Navigating to the Agents Section:

   • Log in to the admin panel using your credentials.

   • Look for the "Agents" tab in the menu bar or navigation panel. It should be the second option.

   • Click on the "Agents" tab if necessary to access the agent's section.

     
2. Accessing the Create New Agent Panel:

   • Within the Agents section, locate the button labeled "Add New Agent".

     
   • Click on the "Add New Agent" button to access the Create New Agent panel.

     
3. Creating the New Agent:

   • Within the Create New Agent panel, enter the new agent details. There are two sections to review.

     1. General Settings - To learn more about general settings click here.

        
     2. Advanced Settings - To learn more about advanced settings click here.

        
4. Finalizing the New Agent:

   • After entering the required information, review it for accuracy.

   • Once satisfied, click save and exit the create new agent panel to save the changes.

   

To watch a video demonstration, click here.

Additional Information:

• Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage agents.