👨‍💼Agent Management

Create Agent

To add a new agent to your system on the LENDA platform, please follow the detailed steps provided below. This process is streamlined to ensure security and efficiency, enabling your new agent to begin their responsibilities without delay.

1. Access the Agent Menu

• Look for the "Agents" option located on the sidebar of your dashboard. This menu is dedicated to all functionalities related to agent management.

2. Initiate the Creation of a New Agent

• Within the "Agents" menu, you’ll find the "New Agent" button positioned at the top part of your screen. Clicking this button will start the process of creating a new agent profile.

3. Fill in the Agent Details

• Upon clicking "New Agent", a drawer will appear from the right side of the screen. This drawer contains a form, comprised of several fields, where you can fill in the details about the new agent you wish to add.

• You are required to complete all the sections of the form to ensure a comprehensive profile. Pay special attention to the password field:

  • Create a Password: As part of the form, you’ll need to generate a secure password for the new agent. This should adhere to the platform’s security requirements.

  • Communicate the Password: Once a password is created, it's essential to securely communicate this password to the agent. Ensure this is done through a secure medium to maintain confidentiality.

4. Finalize the Creation Process

• With all the necessary details filled in, you can now finalize the creation of the new agent profile by clicking the "Create" button.

• First Login Requirement: It's important to note that the agent is required to change their password upon their first login. This adds an extra layer of security by ensuring that only the agent has access to their account.

Agents page

Create agent form drawer

By following these steps, you can efficiently add a new agent to the LENDA platform. This process has been designed to be intuitive and secure, facilitating seamless integration of new agents into your team.

Approve Agent Account

After the initial setup and creating a new agent profile on the LENDA platform, their account will be in a suspended state. This measure is to allow the risk management team to review the agent's information for security purposes. To activate an agent account, follow the steps below:

1. Navigate to the agent's profile page.

2. Look for the Action button associated with the agent you wish to activate.

3. Click on "Approve agent" from the dropdown menu. A confirmation modal will appear.

4. In the confirmation modal, click "Yes" to approve the agent or "Cancel" if you need more time to evaluate their profile.

Agent list

Approval modal

By completing these steps, you will successfully approve and activate the agent's account, granting them full access to the LENDA platform. Ensure to communicate with the agent, letting them know their account is active and ready for use.

Edit Agent Profile

To ensure that the agent profiles on your platform are always up-to-date and reflect accurate information, you may need to edit their details from time to time. Below is a detailed guide on how to edit an agent's profile:

1. Finding the Agent's Profile: First, navigate to the specific agent's profile page that you intend to edit. You can usually find this page by searching for the agent's name or ID in the platform's search bar.

2. Accessing the Edit Feature: Once on the agent's profile page, locate the Action button. This button is typically positioned near the agent's profile details. Click on this button to reveal a dropdown menu, and then select "Edit details". This action is meant for administrators or users with the necessary permissions to edit agent profiles.

3. Editing the Details: Upon selecting "Edit details", a drawer or a popup window will appear from the right side of the screen. This drawer contains a form pre-filled with the agent's current information. Here, you can edit various details such as the agent's name, contact information, and other pertinent details as allowed by the platform. Please note that the Email field is typically not editable to ensure the agent's account remains secure and linked to their original email address.

4. Saving Changes: After making the desired changes, scroll to the bottom of the drawer or form. You will find an "Update" button. Clicking this button will save the changes made to the agent's profile. It's advisable to review all changes before saving to ensure that all information is accurate and up-to-date.

5. Confirmation and Follow-Up: After updating the agent's profile, a confirmation message may appear, indicating that the changes have been successfully saved. It is a good practice to inform the agent about the updates made to their profile, especially if any significant changes might affect their interaction with the platform or clients.

Edit agent form drawer

By consistently maintaining accurate and updated agent profiles, you ensure a smooth operation on your platform, enhance the reliability of your service, and improve overall user satisfaction. Feel free to repeat this process whenever necessary to keep all agent profiles in check.

Reset Agent Password

To ensure security and assist agents who may have forgotten their passwords, follow these steps to reset an agent's password:

1. Accessing the Reset Feature: On the agent's profile page, click on the Action button. From the dropdown menu that appears, choose "Reset password". This option is designed for administrators or those with the appropriate permissions to manage agent accounts.

2. Using the Reset Password Modal: Once you select "Reset password", a modal window will appear. This window contains a form specifically for resetting the password. It's streamlined and easy to navigate.

3. Completing the Reset: After reviewing the form in the modal, click "Reset" to initiate the password reset. This action will generate a new, temporary password for the agent.

Important Steps After Reset:

• Communicate the New Password: Immediately notify the agent of their new password. This step is crucial to ensure they are aware of the change and can access their account.

• Mandatory Password Update: Inform the agent that upon their next login, they will be prompted to change their password. This is a security measure designed to protect the agent's account and maintain confidentiality.

By following these steps, you can efficiently manage password resets on the platform, thereby enhancing security and supporting your agents in maintaining access to their profiles and functionalities.

Archive Agent Profile

For instances where an agent account is no longer needed and you wish to archive it, please follow the steps below to ensure proper handling and archival of the agent's profile:

1. Navigate to the Agent's Profile: Locate the agent's account that needs to be archived within the platform.

2. Select the Action Button: On the agent's profile page, identify and click the Action button. This button may be represented by three dots or an icon indicative of further actions or settings.

3. Initiate Archive Process: Upon clicking the Action button, a dropdown menu will appear. From this menu, select the Archive Account option. This action signals the intent to archive the agent's profile.

4. Confirm Archival: After selecting to archive the account, a configuration modal will appear on the screen. This modal serves as a final checkpoint to confirm or cancel the archival process. To proceed with archiving, click the Yes button. If you wish to abort the operation and keep the account active, select Cancel.

5. Confirmation of Archival: Once the archival process is confirmed, the system will automatically proceed with the operation. A notification or message may appear confirming the successful archival of the agent's account.

By following these steps, you can efficiently archive an agent account that's no longer needed, thereby keeping your platform organized and up-to-date.