How to add profiles to agents

On the New Client Experience, the Agents - Profiles association can be performed in two ways:

From the Agents list:

1. Locate the desired agent

2. Click the options menu (⋮) and choose Associate Profiles

3. Select the profiles from the modal list. The selected profiles will be moved in the right column “Selected”.

4. Click Save to confirm

Open

 

Changes are applied immediately

→ : right arrow to add the profile to the selected column

>> : right shift to add all the available elements

← : left arrow to remove the selected profile from the right column

<< : left shift to remove all the selected elements

 

From the edit section of the Agent:

1. Click the options menu (⋮) next to the Agent

2. Choose Edit

3. Select the button to associate profiles

   Open

   

4. Choose the profiles, clicking on their name on the modal list. The selected profiles will be moved in the right column “Selected”.

5. Click Save to confirm