1. Home
  2. Docs
  3. Agent Management
  4. Sub-Agents
  5. How to Add a New Sub-Agent

How to Add a New Sub-Agent

  • Navigate to Sub Agents Page:
    • Click on the “Agents Management” menu on the left sidebar.
    • Select “Sub Agents” from the submenu.
  • Open Add Sub Agent Form:
    • Click the “+ Add Sub Agent” button located at the top right corner of the page.

  • Fill Out Sub Agent Details:
    • Upload Profile Picture: Click on the “Upload” button to add a profile picture for the sub-agent.
    • Name: Enter the sub-agent’s name in the provided field.
    • Role: Select the role of the sub-agent from the dropdown menu.
    • Agent: Choose the agent to whom the sub-agent will be assigned from the dropdown list. This field links the sub-agent to their supervising agent.
    • Email: Enter the sub-agent’s email address.
    • Phone: Enter the sub-agent’s phone number. The country code can be selected from the dropdown, and the phone number should be entered in the provided field.
  • Submit the Form:
    • After filling in all the necessary details, click the “Submit” button to save the new sub-agent.
    • If you want to cancel the process, click the “Cancel” button.
  • 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.

How can we help?