2.4 Agent set-up Steps
2.4 Agent set-up Steps
Think of this as a check list to follow in sequence in order to get onboarded fully on the system: STEP 1: Users/Staff Setup - These are all the users that will be able to log into the system in order to use it. There is no limit to the number of ...
2.3 Access Control
The system has various screens that are available for users. Most of these screens carry an audit trail and most of these can also be restricted per user. By default all users who are given access to the system are able to view and update all ...
2.1 Agent Implementation Overview
There are a few things to check before you begin to use the system. These will allow you to be fully setup in the system before you start using its functionalities. Workbench: The place where all of your blocks and global settings are found. This is ...
2.2 How to Approach Agent Implementation
Prior to commencing your implementation you will want to consider how you will approach your implementation. There are a few factors you should consider. These are all just a suggestion and the decision is entirely up to you. 1. Size of Business If ...