Introduction


Agents are the employees who will be attending to the tickets. You need to create a Ticket Agent role for each person who require access to the tickets. Note that all system users will not automatically or necessarily be a ticking agent. The employee needs to exist as a system user before you can select it as an agent.


How to create a new Ticket Agent


Click on the CRM Contacts icon and select menu item Ticket Groups 



Click on the New Ticket Agent button



Select the system user from the drop down list. You can also type on this field to filter the dropdown list

Set the agent as active



Type the group name to which you wish to link the agent. You can also type on this field to filter the dropdown list 

Note that a user by be linked to more than one group e.g. Finance and Finance Manager

Click on the Save button to save the information and complete this step



Return to the Ticket Agent list if you which to add another agent