How do I create an agent on my helpdesk portal?
To add a new agent to your support team:
- Log in as Admin or Super Admin
- Go to Settings > Agents
- Click "Add Agent"
- Fill in the required details:
- Name, Email, Phone (optional)
- Role (Agent or Admin)
- Group assignment (optional)
- Click Create
- The agent receives an activation email to set their password
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.