Introduction
The "Create Agent" action allows you to add a new agent to the TeamTracks agent list. When an agent is created in TeamTracks, an email with password details will be sent automatically to the new agent, unless configured not to.
You can learn more about the importance of user management actions here.
Steps to create a "Create Agent" action
Provide a name and description of your action.
- Select CreateAgent as Action Type.
- Select the email address field from Email Address field dropdown.
- Select the name field from Name field dropdown.
- Select the title field from Title field dropdown.
- Select the roles field from Roles field dropdown.
- If you do not need to send the email containing the password details, enable the checkbox "Don't send email with password".
- Click on Create button.
Roles
A major part of managing agent accounts is managing the role based access. For the Create Agent action to work, a multichoice field should be defined with options corresponding to Agent roles in the backend. If the assigned roles does not match, that role will not be assigned.
These dropdown menus display all the fields from the agent accounts track. Email address is the only required field to create an agent. It acts as a link between the agent accounts in the track and the TeamTracks agents.
Admin Interface: Create action screen for create agent Errors
If a user account exists for the 'Email', the actions fails and no user is created. It is to be noted that the account email is unique across the tenant, ie, if a client account exists for the same email address, no new user account will be created,