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How do I add, edit, or deactivate an agent?

To manage agents, you must be an agent manager.

Add an Agent:
  1. Go to the Agency page and find the List of Agents table.
  2. Click Add Agent and fill out the form. Choose the agent’s User Role:
    1. Agent Contact: can only see stays they are assigned to and cannot create bookings.
    2. Agent: can create bookings.
    3. Agent Manager: In addition to creating bookings, they can manage users and edit agency info.
  3. Agents will receive an email with sign-in information.

Edit an Agent:

  1. In the List of Agents table, select the agent’s name.
  2. Click Edit to update their information.

Deactivate an Agent:

  1. Click Edit and set the Active status to No to make the agent inactive.
  2. Once inactive, click Delete to permanently remove the agent’s information.