---
title: "Agents"
slug: "agents-1"
updated: 2025-04-02T04:29:38Z
published: 2025-04-02T04:29:38Z
canonical: "docs.team-tracks.com/agents-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.team-tracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Agents

**Agent Users** are internal users who have access to the Agent Portal, where they can manage Lists, dashboards, reports, and other workflows. If granted **admin privileges**, they also gain access to the **Admin Portal** for configuring system settings and user management.

An Agent’s access is determined by their **role assignments** and the **number of available licenses**.

### **Licensing for Agent Users**

In **TeamTracks**, licensing determines the number of agents who can access the system. The **total number of licenses owned** and the **remaining available licenses** can be viewed on the **Agent Users** page, at the top left corner (see screenshot below).

#### **License Types**

Agent users can be assigned one of the following licenses:

- **RW (Read-Write) License** – Grants full access to modify data, manage workflows, and take actions within Tracks.
- **RO (Read-Only) License** – Provides view-only access without the ability to make modifications.

#### License Limitations

- If you exceed the available licenses, the system will **prevent further license assignments**.
- When **creating agents through automated actions**, if there aren't enough licenses to assign the action fails, and the error will be recorded in the **User Object History**.
- When **managing agents in the Admin Portal**, if there aren’t enough licenses, the system will **restrict role assignments** and display an **error message**.

> [!TIP]
> Note:
> 
> If you would like to buy more licenses, please contact TeamTracks support[(](mailto:support@team-tracks.com)[support@team-tracks.com](mailto:support@team-tracks.com)[)](mailto:support@team-tracks.com).

### Creating an Agent

To create an Agent user in TeamTracks, follow these steps:

1. **Navigate to the Admin Interface.**
2. Click on **"Agents"** from the left navigation panel.
3. Click **"Create New."**

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(244).png)

1. Fill in the required details:

⚠ **Note:** The email address must be unique across all users, including Client Users.
  - **Email Address** (mandatory & unique)
  - **Password** (required & must be at least 6 characters long)
  - **Full Name**
  - **Title** (Optional)
2. Click **"Create"** to finalize the Agent user creation.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(245).png)

Once the agent is created, you can assign roles and configure settings by opening their profile.

### Agent Management

All created Agents are listed on the **Agents Page**. Click on an Agent’s name to open their **profile information**. Agents are primarily identified by their email address.

**Password**

A **"Change Password"** link is available at the top of the profile page(screenshot below).

**Editing Agent Details**

Click **"Edit"** to modify the following fields:

- **Email Address**
- **Title**
- **Roles**:
  - Access to **lists, views, reports, and dashboards** is based on assigned roles.
  - A user can have **multiple Agent roles** assigned.
- **Toggle Buttons To:**
  - **Disable Account**
  - **Disable Sign-Off Notifications**
  - **Make Admin**
- **Home Dashboard Dropdown:**
  - Select a **dashboard to display as the homepage** when the user logs in.
  - If the user does not have a default dashboard set, the system automatically uses the default dashboard defined by the role, ensuring that a dashboard is always loaded.
  - When the user has multiples roles with default dashboards, the default from the first role (in the order of creation of roles) is used.

- **Date Format Options:**
  - `MM/DD/YYYY` (Default)
  - `DD/MM/YYYY`
  - `YYYY/MM/DD`
- **Date Separator Options:**
  - Replace `/` with `.` if preferred.
- **Time Format:**
  - `12-hour (AM/PM)` (Default)
  - `24-hour format`

> [!NOTE]
> Note
> 
> All modifications to the Agent profile are logged in the History section.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(246).png)

> [!TIP]
> Note
> 
> Logged in users can also personalize these features through their own account profile.