Once an Agent User is created by an exitsting admin in the Campsite database, they will automatically receive an email asking them to change their password to login to their new account.
Agent Users will login to Campsite via the admin login screen and will have a limited version of the admin facing side of Campsite to use (e.g. firewood.campmanagement.com/admin). This is the same page all admin users will use to login to their Campsite database.
Agent Users have a limited version of the admin side of Campsite (that can then be further restricted by their permissions as needed), despite logging in on the same screen.
An Agents Associated Families
A new agent with no associated families will see a message letting them know that if a family already exists in Campsite that they should contact the camp admin for assistance in adding the family to their page and associating them as the family's agent.
Adding An Existing Family To An Agent
Only an existing admin user can associate an Agent to an already existing family in the Agent Settings section under Admin > DB Management > Agents. For information on how to do this please see: Agent Settings
Once existing families are added to be managed by an agent, they will appear as follows:
How An Agent Can Add A New Family
If a family does not exist in Campsite already, an agent can click to add a new family, which will associtate the agent to the family automatically.
To make a new family an Agent User can click on the "Add New Family" button.
Once this button is clicked on, it will bring the Agent User to the Add New Family form.
The process of creating a new family is the same form process that an admin user would see when adding a new family via the Camper button > Add new family.
Here the basic family information will be added by the Agent User to create the family and Camper profiles.
When done, an Agent must click on the "Add family" button at the bottom right corner of the screen.
Submitting an Enrollment Request As An Agent
Clicking on a camper name or creating a new family will begin the Enrollment Request Process for the family as the Agent.
If the family already exist in the database, an Agent User will click on the campers name. This will bring them to the version of the Camper Profile page that the Agent User can access. From there, the Agent will click on the Action Menu and select to Enroll the camper.
If an Agent User has just added a new family, that will lead an agent into the camper enrollment process right away
The Ernollment Process As An Agent
The enrollment process as an Agent User is very similar to the process that any admin who manually enrolls a camper would take.
Step 1: Enrollment Options
An Agent User will first need to select the enrollment options that this camper will be attempting to enroll in. Click on "+Add enrollment options..." to begin this process.
Once options are selected, click on "Next step: Questions" to proceed.
Step 2: Questions
Here agents will fill out answers to questions asked on Step 8 and Step 9 of the enrollment process. They can also select to add on enrollment extras if desired to this campers enrollment request.
When questions and enrollment extras are complete, click on "Next step: Payment Details".
At this time, forms are not a step in the enrollment process for Agent Users. Agent Users can fill out all forms for a camper after an enrollment request is completed via the camper profile page. For more information on that please see: The Camper Profile as an Agent User
Step 3: Payment Details
On the payment details step an agent will see the total cost that this camper will incur for this enrollment request.
In the Payment Details box, the agent can choose a payment method for this family to pay by.
When choosing an electronic method of payment such as a Credit Card, if the family already has a card on file, it can be selected here from the list.
If a family does not already have a card on file, an agent can add a new card by selecting "Add a new credit card"
If payment schedules are available, an agent can choose to add this family to an available payment schedule.
When the enrollment form is complete, click on "Submit enrollment request"
Submitting an enrollment request as an agent will then route the agent back to that campers profile.
For more information on what an Agent User will see on the Camper Profile page please see: The Camper Profile as an Agent User
An Agent User can click on the "home" icon in the top left corner to return to their dashboard landing page.
Going back to the Agent main (landing) page will show enrollment request statuses for campers that they are managing
This shows that the agent submitted a campers enrollment request only - not the requests current status.
Even after a request is approved, this page will not change statuses.
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