Your agents can be added in 3 ways:
- Search in the application (if they are already Archer users only)
- Create an agent manually
- Import via our CSV template
Search in the Application (if they are already users of the Archer application only):
Adding agents via a search in the application is only possible if the agent already has an account in the Archer application. If so, you can add them by following these steps:
-
- Go to the "Employees" section via the right menu.
- Click on the "Add an Agent" button at the top right.
- Enter the agent's phone number or email under the "Search" tab.
- Click on "Add" next to the agent's name.
Manually Create an Agent:
You can manually create your agents by following these steps:
-
- Go to the "Employees" section via the right menu.
- Click on the "Add an Agent" button at the top right.
- Fill in the required information under the "Create an Agent" tab.
- Choose the "Notify Agent" option if you wish to notify them of their new account.
- Click on "Create Account".
Importation via Our CSV Template:
If you have many agents to import, you can add them in a .CSV file with the following columns:
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- First Name
- Last Name
- Phone Number
- Notify Agent
Each column is mandatory and cannot be renamed.
For the "Notify Agent" column, you should put "True" or "False" depending on whether you want to notify the agents of their new account.
Once your document is ready, send it to import@archerapp.io from your client account email. It will be imported by our team to your account.
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