Configure Agent Profile
An agent profile is a customized configuration for agents based on their type, essential for aligning charges, products, and commissions, offering customised services, and ensuring efficient management.
| Steps to Add New Agent Profile |
|---|
| 1. Go to Settings and Select Agent Profile |
| 2. Click on the Agent Profile option |
| 3. Click on the Add button to create a new profile |
| 4. Fill in the basic profile details |
| 5. Enter a name for the profile |
| 6. Select the tree level for the profile |
| 7. Enter the name of the tree associated with the profile |
| 8. Select the agent type for this profile |
| 9. Choose whether this profile should be set as the default profile |
| 10. If the profile is set as default, agents will receive the list of services added here once they areonboarded to the platform |
| 11. Add products from the list of available products to this profile |
| 12. Assign the commission for the assigned products accordingly |
| 13. Click on the Submit button to add the Agent Profile |