Add Agent In The JS Help Desk!

Add Agent

Now, let’s walk through the step-by-step process of adding an agent from the admin end. From your admin dashboard, navigate to the Admin Dashboard > Dashboard Menu > Add Agent > to start adding an agent effectively. On the ‘Add Agent’ form, we will provide all the necessary details for adding an agent.

• Username: You must first select a user from your existing user database by clicking the “Select User” button. This ensures the agent being added already has a valid account in the system.
• Role: Assign the user a role using the “Select Role” dropdown. This determines what permissions the agent will have.
• First Name: Enter the First Name of the agent.
• Last Name: Enter the Last Name of the agent.
• Email Address: Email Address is important for receiving ticket updates and notifications.
• Office Phone: This field is optional; enter the office phone.
• Extension: This field is optional; enter the extension.
• Mobile Number: This field is optional; enter the mobile number.
• Picture: There’s an option to upload a profile picture. This helps personalize the agent within the system and can also be displayed in customer communications, creating a more human connection. The system accepts standard image formats like JPG and PNG, and uploading is as simple as clicking “Browse” and selecting the file.
• Append Signature: If this is checked, the signature you write in the Signature box will be automatically added to every ticket response sent by the agent.
• Signature: You can switch between the visual editor and code editor for more formatting flexibility in the signature section.
• Account Status: The “Account Status” section. Here, you can choose whether the agent should be Active or Disabled.

This video is helpful for a better understanding.