To create a user or a supervisor,

  1. You need to go to People -> Agents option in the left menu. This will display all the users in the system.
  2. Click on the + sign on the bottom right corner of the screen. You on either click on add icon to manually add the users or on import icon to import from a file.
  3. If you are manually adding the user, it opens up a form for you to fill in the user details. There are three mandatory details first name, last name and username[ usually the email address of the person] to be entered. Once you have entered all the necessary details, click on Create.


Last updated