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:
Accessing the Group Edit Panel:
Log in to the admin panel using your credentials.
Navigate to the "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.
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.
Identifying the Agent to Add:
In the "Agents" section, locate the agent you wish to add to the group in the dropdown menu.
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.
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.
Finalizing Agent Addition:
Once you have ensured the agent has been added to the group, 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.
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