How to Add a New Agent
How to Add a New Agent
Follow these steps to create and configure a new agent in the system:
2. Fill in the Agent Information
The Agents section will open. Complete the form by providing the requested details for the new agent:
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User Name: Enter the username the agent will use to log into the system
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Full Name: Enter the agent's complete first and last name.
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Phone: Enter the agent's assigned extension. (Note: Please verify that this extension is not already in use).
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Password: Assign a temporary generic password (e.g.123456) The system will automatically prompt the user to change it upon their first login.
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Email: Enter the agent's email address (if applicable).
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Language: Select the user's preferred language for the system interface
Important Considerations
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Supervisor Access: Do not check the "Supervisor" box unless required. Checking this option will grant the user full supervisor privileges within the system.
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Once the user has been successfully created, you must assign them to their respective campaigns.
To learn how to assign users to campaigns, please refer to the following
tutorial: [Insert Link Here]tutorial
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