Assigning an Agent

This section provides step-by-step instructions for assigning an agent to a user within your company.

Assigning an Agent:

To assign an agent to a user in our application, follow these steps:

1. Navigating to the Users Section:

   • Log in to the admin panel using your credentials.

   • Look for the "Manage Users" tab in the menu bar or navigation panel.

   • Click on the "Manage Users" tab to access the users' section.

     
2. Viewing Users:

   • Upon accessing the "Manage User's" section, you will be presented with a list of users registered in the system.

   • The list may include user details such as email addresses and first and last names.

   • Use the filtering options to narrow down the list of users based on specific criteria such as email address, first name, or last name.

     
3. Accessing the User Panel:

   • Click on the user's name or username to access their user panel.

     
4. Adding a New Agent:

   • In the user panel, navigate to the "Agents" section.

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

     
5. Selecting the Agent:

   • Look for a dropdown menu labeled "Add Agent" within the Agents section.

   • Click on the "Add Agent" dropdown menu to select the agent being assigned to the user.

   • Choose the desired agent from the dropdown menu or search results.

     
6. Saving Changes:

   • Once you have selected the agent, ensure your selection has been correctly added to the list of agents available to the user.

   • Click save and exit the user panel to save the changes.

     

Note: Assigning a new agent to a user grants them access to resources or permissions associated with that agent. Ensure that you assign agents to users 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 users and agent assignment.