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How to Create Agents

An agent is a person employed by a reseller selling your products.

Updated over 2 weeks ago

πŸ” 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.

  1. In the Ventrata dashboard, go to Resellers > Resellers.

    Resellers - Resellers

  2. Select an existing reseller.

  3. On the reseller detail page, go to the Agents tab.

    Agents

  4. Press the + NEW AGENT button.

    New Agent

  5. Enter the reseller's name.

    Agent Name


    πŸ“— TIP

    Keep the 'Active' checkbox selected to maintain the account's active status.


  6. Enter the agent's title, for instance, Head Concierge.

    Agent Title

  7. Select a reseller tag.

    Tag

  8. Enter a 4-digit PIN number for the agent to log into the Ventrata Terminal app in Concierge mode.

    PIN

  9. Enter an email address the agent uses to log into the sales portal.

  10. Check the 'Notification email cc' to allow the agent to receive booking notifications.

    Agent Email

  11. You can set a password for the agent to use when logging into the sales portal.

  12. Confirm the password in the next field.

    Agent Password


    πŸ“’ NOTE

    If you leave the password fields empty, the agent will receive an activation email and they can set up their own password.


  13. You can make the agent an 'Admin' by checking the box.

    Admin

  14. 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

    Permissions

  15. You can skip sending new agents a welcome email by checking the 'Skip Welcome Email'.

    Skip Welcome Email

  16. Press the Create Agent button.

    Create Agent


Manage Agents

You can manage reseller agents from the same area under Resellers > Resellers > Agents tab.

Agents

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.

  1. Press the DEACTIVATE button.

  2. Refresh the page.

  3. Go to the Agents tab to verify.

Activate Agent

  1. Press the ACTIVATE button

  2. Refresh the page.

  3. Go to the Agents tab to verify.

Watch the entire flow below:

Activate Agent

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.

Reset Agent Password

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