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2.2 Pre-Requisites For Agent Onboarding

To onboard agents, the agents,user you have tomust configure roles, skillset, and resource groupgroups in the settings module.

i. i.        GoNavigate to settings**Settings** and open agentsthe **Agents** section to configure Profile,the Profile and Skillset.

ii. ii.        GoNavigate to settings**Settings** and open mythe organization**My Organization** section to configure Roles,Roles and Resource group.Groups.

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

iv. iv.        Go to vendorthe **Vendor** module and create a new vendor earlier.beforehand.

 

i. Settings -> agents -> Profile:

settings-agents-profile.png

  1.   Add profile:profile: To create profile, you can type in text box then click on “add profile” button.

  2.   Profiles Bulk Upload:Upload: To create multiple profiles at a time, click on bulk upload button, download csv file and fill the data       then upload the file to save multiple profiles.

  3.  Edit profile: You can edit the profile which is added earlier by clicking on edit icon available every row of profile list.

  4.       .      Delete profile: You can edit the already added profile by clicking on delete icons available every row of profile list.

Settings -> agents -> Skillset:

settings-agents-skillset.png

1.           Add skillset: Here you can add new skillset to use in various modules like agents and assets. To create a skillset, you can type in             skillset text box then click on “add skillset” button.

2.      Skillset Bulk Upload: To create multiple skillsets at a time, click on bulk upload button, download csv file and fill the data then                 upload the file to save multiple skillsets.

3.      Edit Skillset: You can edit the skillset which is added earlier by clicking on edit icons available in every row of skillset list.

4.      Delete Skillset: You can delete the already added skillset by clicking on delete icons available in every row of skillset list.

 

ii.                 Settings -> My Organization -> Roles:

Here you can create a new role for users onboarding, which we can use in various modules like agents, assets creation.

settings-my organization-role1.png

  1.                          Add Role: Click on the add “new role” button provide role name and add role type (mandatory fields) as shown by                   below screenshot then click on submit button to save the role details. 

settings-my organization-role2.png

       2. Permissions:Permissions: You can give permissions to role, click on edit permissions button select check boxes to give permissions            for        selected role which is created earlier as shown by below screenshot.

settings-my org-roles3.png

 Settings -> My Organization -> Resource Groups:

You can create new resource group by clicking on the add resource group button, which we can  use in various modules like agents and assets creation.

settings-my organization-resource group1.png

           1. Create Resource Group: When you click on “add resource group” button following page will be displayed, fill the all-mandatory             fields then only save button will be enabled, click on save button to save the resource group.

settings-my organization-resource group2.png

    2. View Resource Group: Here you can view the selected resource group which was created earlier.

   3. Edit Resource Group: Here you can edit the selected resource group which was created earlier.

   4. Delete Resource Group:Group: Here you can delete the selected resource group which was created earlier.

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

agents-new agent1.png

 

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

    Go to vendor module and create new vendor (to select vendor form dropdown while creating new agent/asset) fill the mandatory and non-mandatory fields to save the vendor details.

Note: For more details, please review 9. Vendor module 9.2. Pre-requisites for vendor creation and 9.3. New Vendor.

vendor-new1.png




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