Adding an Agent

This section provides step-by-step instructions for adding an agent to a group within the admin panel.

Adding an Agent to a Group:

To add an agent to a group in our application, follow these steps:

1. Accessing the Group Edit Panel:

   • Log in to the admin panel using your credentials.

   • Navigate to the "Manage Groups" tab in the menu bar.

   • Click on the group to which you want to add an agent. This action opens the group edit panel.

     
2. Navigating to the Agents Section:

   • Scroll down within the group edit panel to find the "Agents" section.

   • This section displays the agents currently assigned to the group.

     
3. Identifying the Agent to Add:

   • In the "Agents" section, locate the agent you wish to add to the group in the dropdown menu.

     
4. Initiating Agent Addition:

   • In the "Agents" section, you will find an option to add an agent to the group.

   • Click on the dropdown menu provided to select the agent you want to add.

     
5. Confirming Agent Addition:

   • After selecting the agent, ensure that the correct agent is displayed in the list of agents within the 'Agents' section.

   • Review the selection to verify accuracy.

6. Finalizing Agent Addition:

   • Once you have ensured the agent has been added to the group, click save and exit the group editing panel to save the changes.

   • The agent is now added to the group.

     

Note: Adding an agent to a group allows the group's users to access it. Ensure that you assign agents to groups based on their roles and responsibilities within the organization.

Additional Information:

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