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.

     
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 Default 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 "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.