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> Add and edit agent

13 July 2020
Categories
Agents, Resources
Tags

Support > Resources > Add and edit agent

  Add and edit agent

Once the vehicles have been created, the agents can be added by following the steps below:

Add an agent

1
Go to the “Agents” tab of the “Resources” module.
2
Click on the blue “Add” button in the top right-hand corner.

General information and skills

3
Define the “General information”.
  • Email ;

  • Password ;

  • First name (optional) ;

  • Last name (optional) ;

  • Phone number (optional) ;

  • External ID (optional).

4
Select the “default vehicle”.

Note: The vehicle must be created beforehand from the “vehicles” tab.

5
Assign the “skills” to the agent when necessary.
6
Click on the blue “Next Step” button.

Usual working hours

7
Click on  to define the working hours for the first day of the week.
8
Define the “Time slots”.

9
Repeat this action for each working day of the week.

Breaks

10
Click on  to set a break for a day of the week.
11
Define the “Break duration” in minutes.
12
Define the “Break start (between)”, i.e. the time slot in which the break can start.

13
Repeat this action for each working day of the week.

Note: It is possible to define specific departure and arrival addresses. Just click on the icon “Departure from” and on the button “Add custom location” to define an address. Repeat the action by clicking on the “Arrival at” icon.

14
Click on the blue “Save” button.

Edit an existing agent

1
Go to the “Agents” tab of the “Resources” module.
2
Identify the agent for whom changes are necessary.
3
Click on “…” and “Edit”.
4
Make desired changes.
5
Click on the blue “Save” button.

Related articles 🔍

> Synchronize the schedule with calendar app.
> Manage agent’s breaks
> Change the agent’s e-mail address
> Change the agent’s password
> Manage agent’s working hours
> Add the absences of agents
> Edit agent’s departure and arrival addresses
> Assign colors to the agents
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    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us