An Admin user can create new Agent Users and update existing Agent Users permissions by navigating to Admin > DB Management > Agents
Click on "Add new agent..." to create a new Agent user. Here you will be able to add:
- The Agents first name
- The Agents last name
- The Agents email address
- The Agents agency name
Adding an Agent triggers an automatic email to that added email address so the agent is aware of their new account and can login to their dashboard (just how creating a new Admin user triggers an automatic email)
Permissions
Permissions can be granted to Agent Users under Admin> Campers> Agent
This is a different location from the rest of Campsite Permissions (which are hosted under Admin> DB Management> Users)
For more details on these permissions please see: Agent Permissions
Assign a Family or Families to an Agent
To assign a family to an Agent User click on "Assign new family..."
A text box will appear. Begin to type the name of an existing Campsite family. You will need at least 3 letters of the family name added to the text box for a family to appear in the dropdown list.
Click on the family name to add them to the list of families you are adding to this agent.
click on the "Assign family" button when done. The family will be added to the list of assigned families for this agent. Repeat this process as needed to add more families to be managed by this agent.
Passwords
You can change an Agent User's password at any time by typing into the text box under the "Change Password" section.
Type a new password following Campsite's password criteria:
Passwords must include the following:
- At least 8 characters
- 1 uppercase and 1 lowercase letter
- 1 number
When done click on "Save changes for this agent".
If finished with all Agent User editing click on the "Save Changes" overall button in the bottom right corner before navigating away from the page.
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