Add New Agents

To use the Agent setup submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new agent:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Advanced Tools > Agent Setup.
3. On the grid toolbar, click Add Agent .
4. In the Add an Agent dialog box, select from the drop-down list the agent you want to add and click OK.