7. Agents SETUP

Agents page provides explanation of system definitions related to setting up of new Agents (Users) in the system. By Agents we refer to Account's employees that require access to the website. Please view below for Agents setup topics.

Select Admin tab from the main menu and then select Agents:

Once inside click on Actions (blue button) and then click on New Agent button:

Tab Add Agent will appear where you will have to input required information under General and Setup tabs.

1. General TAB

General Information:

User Name - corresponds to agent's username on the login page
First Name - first name of an agent
Last Name - last name of an agent
Password - corresponds to Password on the login page. Please note that password details are encrypted and can not be viewed.
Agent Status - an option to enable or disable an agent
Email - each agent should have their own unique email. Same email address for multiple agents is not allowed.
Time Zone - time zone can be set per agents location

All above fields are mandatory (required)

Contact Information:

City, Address, Postal Code & Phone fields are required fields

Search Information*:

Show Mark-up on search results - an option to enable or disable showing a mark-up on search results page

*Search Information section will show only once the agent has been saved

Do not click on "Submit" button, proceed to Setup Tab.

2. Setup TAB

Account Relations:

Under this section you are adding account relation - to which account the agent will belong to. Please note when creating a new agent by default the account under which you are logged in will be added to newly created agent. If you need to add agent under different account, first remove the account which was added by default.
To remove (delete) account click on three dot icon and click on "Delete". A pop-up window will appear, click "Confirm" to delete the account.

To add a new account under agent click on "Actions" and then click on "Add New".
A new field "Agent Accounts" will appear where you need to start typing the name of the account you want to assign to this new agent. From the drop down list select the account and click on "Save". Then click on "Submit" to save the new agent.

Primary Account setting - When you set accounts as 'Primary Account' = "Yes", only these accounts will have access to edit the agent details. If you set 'Primary Account' = "No" every account the agent belongs to will be able to edit the agent details.
Please note that you will have an option to add more than one account under each agent (Actions ---> Add New).

Group Permissions*:

*this section will be visible only when the agent has been saved (submitted)

On this section you have to add appropriate agent permission to the newly created agent. To add permission click on "Actions" button and then click on "Add permissions group".
A new window "Add Permission" will appear. Fill all fields and click on "Submit".

Explanation of each field find below screenshots.

Explanation of fields under "Add Permission" window:

Account name - start typing account name (of agent) and select it from drop-down list
Permission - types of permissions:
- Manager group - this is the highest level of agent permission. Agent with “managerial” permission will be able to set up the new accounts. Also, managers have an access to following pages: Accounts, Agents, Business Definitions, Queues, Taxes, Accounting & Currency rates.
- Accounts
- Observer - agent set up with observer permits will be able to view rates on the website but will not be able to confirm any bookings
- Agent - agents set up with this permission do not have an option to set up the new agents in the system. Further, agents set with this permit will be able to view analytics report only for their own reservations but not for reservations made by other agents.
- Individual Agent - permission for a single agent with a single account.
Permission value - enabled / disabled

Individual Permissions*