In the main menu on the left, expand the “Agents Management” section.
Click on “Agents” to open the agents management interface.
Add a New Agent:
Click the “Add Agent” button located at the top right corner of the interface.
Fill in the Agent Details:
A form will appear, allowing you to input the necessary details for the new agent.
Upload Photo:
Click on the “Upload” button to add a profile picture for the agent (optional).
Name:
Enter the full name of the agent.
Role:
Select the role of the agent from the dropdown menu
Company:
Select the company the agent is associated with from the dropdown menu.
Important Note: You have make an Agent Company first if you don’t see options in the field.
Email:
Enter the agent’s email address.
This is a required field and is crucial for the verification process.
Phone:
Enter the agent’s phone number.
Submit the Form:
Once all required fields are filled, click the “Submit” button to add the new agent.
If you change your mind, you can click “Cancel” to close the form without saving any changes.
Verification Note:
After submitting the form, the agent will receive an email with a verification link.
The agent must check their email and click the verification link to complete the registration process and become a verified user in the system.
Managing Existing Agents:
The newly added agent will appear in the list along with other agents.
The list includes columns for ID, Name, Email, Verified Status, and various actions for managing the agent’s details.
