# 7. Agents

<u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Settings -&gt; Agents:</span></u>

User can configure skillset, profile, custom fields, user performance and custom table configuration. Options are available as menu on left side, skillset is highlighted by default.

[![settings-agents1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-7jjwt2ob.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents1.png)

 **<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">i.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>****Settings -&gt; Agents -&gt; skillset**

[![settings-agents-skillset.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ndshucou.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-skillset.png)

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Add skillset</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: Here you can add new skillset to use in various modules like, agents and assets. To create skillset, you can type in skillset text box then click on “add skillset” button. </span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Skillset Bulk Upload</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: 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.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Edit Skillset</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: You can edit the skillset </span><span lang="EN-US" style="mso-ansi-language: EN-US;">which is added earlier</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> by clicking on edit icons available every row of skillset list.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Delete Skillset</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: You can delete the already added skillset by clicking on delete icons available every row of skillset list.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> **i**</span>**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">i.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>****Settings -&gt; Agents -&gt; Profile**

[![settings-agents-profile.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-qgzqalhp.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/tfosettings-agents-profile.png)

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Add profile</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: To create </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profile</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">, you can type in text box then click on “add </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profile”</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> button. </span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Profiles Bulk Upload</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: To create multiple </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profiles</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> at a time, click on bulk upload button, download csv file and fill the data then upload the file to save multiple </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profiles</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Edit profile</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: You can edit the </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profile which is added earlier</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> by clicking on edit icon available every row of </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profile</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> list.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Delete profile</span></u><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">: You can edit the already added </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profile</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> by clicking on delete icons available every row of </span><span lang="EN-US" style="mso-ansi-language: EN-US;">profile</span><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"> list.</span>

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">iii.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>****Settings -&gt; Agents -&gt; Custom Fields**

[![settings-agents-customfields1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-qpyhyhie.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-customfields1.png)

<u>Add Asset Custom Fields:</u> to add custom fields, click on “Add User Custom Fields” page will open <span style="mso-spacerun: yes;"> </span>as shown by following screenshot.

[![settings-agents-customfields2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-r07loyfy.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-customfields2.png)

<u>Step1</u>: drag and drop the one of the elements from the list, following page (highted with ‘Display’ section) will open to select label name.

[![settings-agents-customfields3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-rmq7feu5.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-customfields3.png)

<u>Step2</u>: click on ‘Data’ section, to set the data into selected label and click on save button.

[![settings-agents-customfields4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-6lz7pmjc.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-customfields4.png)

<u>Step3</u>: Again, system will navigate to “Add User Custom Fields” page, click on “save” button.

Confirmation message “New Version of the form has been created” will be display and system navigate to custom fields dashboard.

Newly added custom fields will display top of the table as shown by the following screenshot.

[![settings-agents-customfields5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-rcjhzj70.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-customfields5.png)

<u>Edit Custom fields</u>: Custom fields are display in the list, click on edit icon to edit/update the custom field.

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">iv.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>****<u>Settings -&gt; Agents -&gt; User Performance</u>**

[![settings-agents-user performance1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-jn8ngtww.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-user-performance1.png)

Click on edit button, to edit/update the user performance options.

[![settings-agents-user performance2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-xxslm5mv.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-user-performance2.png)

Check/uncheck the check boxes-based user requirement and click on “save” button.

[![settings-agents-user performance3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-eiilsblr.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-user-performance3.png)

Confirmation message “User Performance Parameters Updated Successfully” will be display.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">i.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Settings -&gt; Agents -&gt; Custom Table Configuration**

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-MY; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Here user can enable/disable the “Display dynamic table column configuration feature”. <span style="mso-spacerun: yes;"> </span><span style="mso-spacerun: yes;"> </span></span>

[![settings-agents-custom table config1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-icqdjf3f.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/settings-agents-custom-table-config1.png)