Agent name, such as Vijay Krishna.
Details the following:
Code
Unique value, such as VK001, that must not exceed the maximum length of the corresponding field in an integrated system, such as a student management system.
After saving, the value cannot be edited.
Legal full name
Legal full name of the agent, such as Vijay Rishi Krishna.
Given names
Given name, such as Vijay Rishi.
Surname
Surname, such as Krishna.
Date of birth
Agent's date of birth.
Email address
Enter the email address of the agent, such as vijay.krishna@tribalgroup.com
Agency
Select the agency, such as Best Agency.
In use
Select In use.
Group
Select the group to assign to the agent. Groups are then assigned to roles that define the agent's permissions in the agent portal.