Add Agent & Assign Roles
This is a detailed information on how you can add agents or users on your organization account of the web portal.
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This is a detailed information on how you can add agents or users on your organization account of the web portal.
Last updated
Was this helpful?
Click on the “Settings” tab.
Click on “Agents” below profile section.
Now Go to >> “Create Agents” to add agents or more users.
Add Agent Details & Click to " Add Agents"
The administrator can assign agents different roles such as:
Admin, for having settings access and
User, role for ticket access.
Similarly you can add more agents. The list of agents will appear on your web portal screen.
Roles refer to predefined sets of permissions or access levels assigned to agents (users) within a system. These roles determine what actions an agent can perform and what parts of the system they can access.
You can also assign different "Roles" to agents by clicking on the side navigation bar of the "Settings" tab.
Go to >> "Settings".
Click on " Roles".
You will see the list of agents along with structured overview of roles, members, and assigned roles within a system.
Roles and Search Roles: The section titled "Search Role" lists various roles and the number of members assigned to each role. Roles mentioned include:
Admin:
Function: This role has access to all features within the system, including comprehensive user management capabilities. Admins can oversee and control all aspects of the platform, ensuring smooth operation and security.
Instruction-write:
Function: Members with this role are responsible for creating and managing work assist instructions. This likely involves drafting, updating, and maintaining guidelines or procedures that assist users in performing their tasks effectively.
Job-write:
Function: This role allows users to create and manage work assist jobs. This could involve setting up tasks, assigning them to appropriate team members, and ensuring that job-related information is accurate and up-to-date.
Manage-users:
Function: Individuals with this role have the authority to add and remove users from groups. This is crucial for maintaining the correct access levels and ensuring that only authorized personnel have access to specific features or information.
Remote-assist:
Function: This role provides access to remote assist features. Users with this role can likely offer or receive remote support, troubleshoot issues, and assist others from a distance using the platform’s tools.
Work-assist:
Function: This role allows users to view work assist features. It likely provides access to tools and information that help in managing and completing tasks efficiently.
Admin Section:
This section provides details about users with the "admin" role.
Admins have access to all features and user management capabilities.
A table lists the names, emails, and assigned roles of the admin users:
These roles are designed to distribute responsibilities and access rights effectively, ensuring that users have the appropriate level of control and functionality based on their job requirements.
Go to >> " Roles" and select the type of Role you either want to assign to a member or delete.
After selecting the role, Click on " Assign Role" tab.
Select the Agent you want to assign the specific role for and click on " Add" and "Assign" icon.
From edit option, you can update the agent ( assigned as user ) name and update or deactivate the particular agent account.
