> 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/setting-a-default-agent.md).

# Setting a Default Agent

This section provides step-by-step instructions for setting a default agent for a user within your company.

**Setting a Default Agent:**

To set a default agent for 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%2FURb3cISjekcZskbMVv2O%2Fimage.png?alt=media&amp;token=91426626-9704-4b28-85ac-90d825422751" alt=""><figcaption></figcaption></figure>
4. **Adding a Default 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%2F9Yigzmf4wbrzJvOINNQQ%2Fimage.png?alt=media&amp;token=cb002353-ef7d-4e50-b353-159504c65abd" alt=""><figcaption></figcaption></figure>
5. **Selecting the Agent:**
   * Look for a dropdown menu labeled "Default Agent" within the Agents section.
   * Click on the "Default Agent" dropdown menu to select the default 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 default agent, ensure your selection is correctly displayed in the 'Default Agent' dropdown menu.
   * Click save and exit the user panel to save the changes.

**Note:** Setting a default agent for a user grants them immediate access to that agent upon signing in to the platform. 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.