> For the complete documentation index, see [llms.txt](https://docs.aicrisk.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aicrisk.com/admin/users/assigning-an-agent.md).

# 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.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2F10rUrkjTC2E2jYLp4iVn%2Fimage.png?alt=media&amp;token=53d29582-18e8-4b50-806b-1d5ef9f9b43f" alt=""><figcaption></figcaption></figure>
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.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2Fr2Kij8dOvoDPJFvK5SHi%2Fimage.png?alt=media&amp;token=19e9c8d6-00f7-4911-bd30-435ae1b121bb" alt=""><figcaption></figcaption></figure>
3. **Accessing the User Panel:**
   * Click on the user's name or username to access their user panel.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FLU7KhA6kIWjoH7QBAAW8%2Fimage.png?alt=media&amp;token=07ca9bf1-f2a2-48ae-bd5f-13211e307df0" alt=""><figcaption></figcaption></figure>
4. **Adding a New Agent:**
   * In the user panel, navigate to the "Agents" section.
   * This section displays the agents currently assigned to the user.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FrBatndga6XFSwawO5ucu%2Fimage.png?alt=media&amp;token=66d80799-cea3-4548-80a8-6af4716841fd" alt=""><figcaption></figcaption></figure>
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.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FJhcr3k9HxxukUgNpCXZz%2Fimage.png?alt=media&amp;token=1f7898e0-18c3-44cf-b275-e3d481244e5d" alt=""><figcaption></figcaption></figure>
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.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FYqLmki1gSUzmEz3r13p5%2Fimage.png?alt=media&amp;token=7287fd20-296a-4730-9641-8c702b5c334c" alt=""><figcaption></figcaption></figure>

**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.
