How to add an agency and an agent
Add an agency and an agent to the agency with the required permissions.
The agency Best Agency with the agent Vijay Krishna. The agent Vijay Krishna belongs to the authorisation AgentApplicationsViewer, which is assigned to the role Agent Applications Viewer.
Add the agency and the agent as follows:
-
Add the agency. Go to Admission settings and then Reference data and then Applications. Then, add the agency to the reference data Agency:
- Code
-
Enter the code such as such as BA001.
- Full name
-
Enter the full name, such as Best Agency.
- Email address
-
Enter the email address of the agency, such as info@bestagency.com.
- Agency type
-
Select the type of agent, such as Agency. Values are defined in the reference data for Agency type.
- Agency group
-
Optional. Select the agency group associated with the agent. Values are defined in the reference data for Agency group.
- Note
-
Optional. Add any additional information about the agency for administrative purposes only.
- In use
-
Select In use.
-
Add the group AgentApplicationsViewer and assign the group to the role Agent Applications Viewer:
-
Go to System admin and then Authorisation
-
Open Groups and add the group AgentApplicationsViewer.
-
Open Permissions and in the List of areas select Admissions and then Agent portal to display the agent portal roles, permissions, and groups.
-
Select the role Agent Applications Viewer and under Agent Applications Viewer select the tab Groups.
-
Select AgentApplicationsViewer.
and select
-
-
Add the agent. Go to Admission settings and thenReference dataand thenApplications. Then, add the agent to the reference data Agent:
Details the following:
- Code
-
Enter the code, such as VK001.
- Legal full name
-
Enter the agent's legal full name of the agent, such as Vijay Rishi Krishna.
- Given names
-
Enter the agent's given names, such as Vijay Rishi
- Surname
-
Enter the agent's surname, such as Krishna.
- Gender
-
Select the agent's gender, such as Female.
- Date of birth
-
Enter the agent's date of birth.
- Email address
-
Enter the agent's email address, such as vijay.krishna@tribalgroup.com
- Agency
-
Select the agency, such as Best Agency.
- In use
-
Select In use.
- Group
-
Select the authorisation group AgentApplicationsViewer.