2.2 Pre-Requisites For Agent Onboarding

To onboard agents, the user must configure roles, skillset, and resource groups in the settings module.

i. Navigate to Settings and open the Agents section to configure the Profile and Skillset.

ii. Navigate to Settings and open the My Organization section to configure Roles and Resource Groups.

iii. Go to the Agents module and create a new agent with the Supervisor role.

iv. Go to the Vendor module and create a new vendor beforehand. 

i. Settings -> Agents -> Profile:

Add Profile: To create a profile, users can type in the text box and click the "Add Profile" button.

Profiles Bulk Upload: To create multiple profiles simultaneously, users can click the "Bulk Upload" button, download the CSV file, fill in the data, and upload the file to save multiple profiles.

Edit Profile: Users can edit an existing profile by clicking the edit icon in each row of the profile list.

Delete Profile: Users can delete an existing profile by clicking the delete icon in each row of the profile list.

Settings -> Agents -> Skillset:

1. Add Skillset: Users can add a new skillset to use in various modules like agents and assets. To create a skillset, type in the skillset text box and click the "Add Skillset" button.

2. Skillset Bulk Upload: To create multiple skillsets at once, users can click on the "Bulk Upload" button, download the CSV file, fill in the data, and upload the file to save multiple skillsets.

3. Edit Skillset: Users can edit an existing skillset by clicking the edit icon available in each row of the skillset list.

4. Delete Skillset: Users can delete an existing skillset by clicking the delete icon available in each row of the skillset list.

 

ii. Settings -> My Organization -> Roles:

Here, users can create a new role for onboarding, which can be utilised in various modules like agents and asset creation.

1. Add Role: Click on the "Add New Role" button, provide the role name, and select the role type (mandatory fields), as shown in the screenshot below. Then, click on the "Submit" button to save the role details.

2. Permissions: Users can assign permissions to a role by clicking on the "Edit Permissions" button. Select the checkboxes to grant the appropriate permissions for the selected role, which was created earlier, as shown in the screenshot below.

 Settings -> My Organization -> Resource Groups:

Users can create a new resource group by clicking on the "Add Resource Group" button, which can be used in various modules such as agents and asset creation.

1. Create Resource Group: When the user clicks on the "Add Resource Group" button, the following page will be displayed. Fill in all the mandatory fields to enable the "Save" button. Once completed, click on the "Save" button to save the resource group.

2. View Resource Group: Users can view the resource group that was created earlier.

3. Edit Resource Group: Users can edit the selected resource group that was created earlier.

4. Delete Resource Group: Users can delete the selected resource group that was created earlier

iii. Left menu -> Agents -> Create Agent with Supervisor Role:  

iv.   Left Menu -> Vendor -> New Vendor:

Go to the Vendor module and create a new vendor (to select the vendor from the dropdown while creating a new agent or asset). Fill in the mandatory and non-mandatory fields to save the vendor details.

Note: For more details, please review sections 9.2 "Pre-requisites for Vendor Creation" and 9.3 "New Vendor" in the Vendor module.

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