07 February 2025

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:

  1. 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.

  2. Add the group AgentApplicationsViewer and assign the group to the role Agent Applications Viewer:

    1. Go to System admin and then Authorisation

    2. Open Groups and add the group AgentApplicationsViewer.

    3. Open Permissions and in the List of areas select Admissions  and then Agent portal to display the agent portal roles, permissions, and groups.

    4. Select the role Agent Applications Viewer and under Agent Applications Viewer select the tab Groups.

    5. Select Add group assignment and select AgentApplicationsViewer.

  3. 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.