How do I create an agent on my helpdesk portal?


To add a new agent to your support team:

  1. Log in as Admin or Super Admin
  2. Go to Settings > Agents
  3. Click "Add Agent"
  4. Fill in the required details:
    • Name, Email, Phone (optional)
    • Role (Agent or Admin)
    • Group assignment (optional)
  5. Click Create
  6. The agent receives an activation email to set their password

Add agent

 

Important notes:

  • Your portal includes 5 agent seats free. You can purchase additional packs of 5 from Settings > Agents.
  • If you have reached your agent limit, you will need to purchase more seats or disable an existing agent.
  • Once activated, agents can be disabled but not permanently deleted (this preserves ticket history).
  • Disabled agents do not count toward your agent limit.