🔐 Required Role Permissions: Agents
Agents can have a Ventrata account if they’re carrying out sales through a trade portal. They will not if they sell paper vouchers.
Create a New Agent
Prerequisites:
Resellers are available in your Ventrata dashboard.
In the Ventrata dashboard, go to Resellers > Resellers.
Select an existing reseller.
On the reseller detail page, go to the Agents tab.
Press the + NEW AGENT button.
Enter the reseller's name.
📗 TIP
Keep the 'Active' checkbox selected to maintain the account's active status.
Enter the agent's title, for instance, Head Concierge.
Select a reseller tag.
Enter a 4-digit PIN number for the agent to log into the Ventrata Terminal app in Concierge mode.
Enter an email address the agent uses to log into the sales portal.
Check the 'Notification email cc' to allow the agent to receive booking notifications.
You can set a password for the agent to use when logging into the sales portal.
Confirm the password in the next field.
📒 NOTE
If you leave the password fields empty, the agent will receive an activation email and they can set up their own password.
You can make the agent an 'Admin' by checking the box.
Allow the following permissions as appropriate:
Show Commission - show commission earned to agents
Adjust Price - typically the head concierge can adjust the price downwards (the adjustment will be deducted from the reseller commission)
Manage Agent Accounts - manage or create new agent accounts
Make Voucher Transactions - collect money and cash through the 'Bill to my account' settlement method
Modify Tasks - allow agents to edit tasks
See Invoices - allow agents to see invoices
You can skip sending new agents a welcome email by checking the 'Skip Welcome Email'.
Press the Create Agent button.
Manage Agents
You can manage reseller agents from the same area under Resellers > Resellers > Agents tab.
The following information is available:
Active - indicates whether the account is live or not
Admin - indicates whether the agent is also an admin
Email - shows the agent's email address
Last Login - shows when the agent was last logged in the sales portal
You can also edit or delete the agent from this page. Press the pen and paper icon to edit or the bin icon to delete.
Deactivate Agent
You can also DEACTIVATE an account. This will not delete the account. An ACTIVATE button will allow you to reverse your previous action.
Press the DEACTIVATE button.
Refresh the page.
Go to the Agents tab to verify.
Activate Agent
Press the ACTIVATE button
Refresh the page.
Go to the Agents tab to verify.
Watch the entire flow below:
Reset Password
If an agent forgets their password, press the RESET PASS button. This will send an email to the agent's address with instructions on how to reset their password.
