VKYC Overview
Dashboards
Agents
2min
To add a new agent to the portal, follow these straightforward steps:
- Check the 'Do you want to assign a Manager?' checkbox if a manager needs to be assigned to the agent.
- Select the manager's name from the dropdown that appears when this checkbox is checked.
- Enter the agent's details: name, email ID, username, password, and phone number.
- Opt to send the password to the agent's email. A random password will be generated for login if selected.
- Enable the 'First time password change needed for RE Agent?' checkbox for the agent to set their password on first login.
- Assign a skill tag to the agent from the dropdown menu.
- Provide additional details such as branch, employee code, designation, and remarks for the agent.
- Click on the 'Create Agent' button to complete the process.
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