Agents Docs

Give a staff member their own agent login and control what they can access. Each active agent uses one licence.

1. Go to Settings > Agents and click + New.
2. Enter the agent's First Name (required), Last Name, and Email (required).
3. Set permissions: start from the Minimum or Maximum permission template, then fine-tune the Basic Permissions dropdowns for Assets, Clients, Reports, Properties, and Tags.
4. Set Super User and Reseller Portal access, and the Integration access for Azure, LogMeIn, Websites, and Zapier.
5. Save. New agents must verify their email before signing in (see Agent has unverified e-mail).

Watch Licenses usage at the top of the Agents page and add seats from Billing if you run out.

Manage which agents belong to an agent group.

1. Go to Settings > Agent Groups and click Edit on the group, then select the Members tab.
2. To add an agent, type a name in the Search for a admin box, click Search, and add them from the results.
3. To remove an agent, click Remove next to their name.

Agent groups are used for assigning tickets and controlling access, so keep membership current.

Remove an agent's access without deleting them, or delete them entirely.

1. Go to Settings > Agents and open the agent.
2. Under Other Options, tick Disable user to block sign-in — they will need to revalidate their email if re-enabled.
3. Or click Delete next to Delete agent to remove them permanently.
4. Disabled agents appear under the Disabled tab on the Agents page.

Disabling or deleting an agent frees the licence seat they were using.

Update an agent group's name, description, or contact info.

1. Go to Settings > Agent Groups and open the group.
2. On the Info tab, review the Group ID, description, and contact info.
3. Under Options, click Edit details to change the group's name, description, or contact email.

From the Info tab you can also browse or create tasks for the group.

In order to create a new group for agents, on the left NAV click on Settings > Agent Groups and then click New on the top right. 

• If you don't have this option, a super user would need to grant you this permission.

In order to delete an existing agent group, navigate to Settings > Agent Groups and then click on the group you want to delete.

On the bottom under Options, click on Edit details

Again at the very bottom, click on Delete Group.