Use the create form on the Agents screen to enter a new agent's name, email address, password and agent sync key. Unlike an administrator, an agent is linked to their own code from the ERP, and that code decides which data they see.
Before you begin
Get the agent's ERP code, because you enter it as the sync key.
Have a name, an email address and a password ready, because Name, Email, Password and Agent sync key are required fields.
Steps
In the sidebar, open Agents.
On the Agents screen, select ADD AGENT. The Create Agents form opens.
In Name, enter the agent's name.
In Email, enter the agent's email address.
In Password, enter a password for the agent.
Optional: In Description, enter a description of the agent.
In Agent sync key, enter the agent's sync key. Leave the sync key empty and the agent will find no data to work with.
Optional: Set Super agent as needed.
Optional: In the Resource access section, select the read and write checkboxes for each section the agent needs.
Select Save. On the empty form, Save is unavailable. It becomes available after you change field values.
Result
After you save, the new agent can sign in. If you save the agent without selecting any resource access, they can sign in but will not see any section until you give them access.
If something goes wrong
If the agent signs in but sees no data, check that the account has a sync key.
If the agent signs in but cannot open any section, the account has not been granted access yet.
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