Agents Managment
In order to manage agents, you need to have a 'Manager' role in BookingPad.
Once you invite agents to BookingPad, you can administrate their accounts inside the Agents Management.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_1sh559a.png)
You can grant one of the three roles to an agent:
You can find roles in the 'Role' column, clicking on the dropdown menu.
Use the switch at the right of each user row to easily activate/deactivate the agent.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_qxmsus.png)
After making any change to an agent 2 new buttons "Save" and "Cancel" will appear on their row, if the modifications are correct make sure to save them.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_1izi6vj.png)
Once you invite agents to BookingPad, you can administrate their accounts inside the Agents Management.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_1sh559a.png)
Agent Role
You can grant one of the three roles to an agent:
Agent | Shop | Book On-hold | Issue | Add Ancillaries | Servicing | Agent Mgmt |
---|---|---|---|---|---|---|
Manager | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Issuer | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Booker | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
You can find roles in the 'Role' column, clicking on the dropdown menu.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_yjviv3.png)
Manage access
Use the switch at the right of each user row to easily activate/deactivate the agent.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_qxmsus.png)
Edit details
After making any change to an agent 2 new buttons "Save" and "Cancel" will appear on their row, if the modifications are correct make sure to save them.
![](https://storage.crisp.chat/users/helpdesk/website/b89441594885c800/image_1izi6vj.png)
Updated on: 22/05/2024
Thank you!