Overview

This guide describes the process of adding a new agent to the organization.
Appropriate admin credentials are required for this process.

Step I – Entering the new agent into the system

1. Navigate to Settings > Agents and click on + Add New Agent at the top corner of the screen.
   

2. Fill in the information in the dialog box (mandatory fields are marked with an *). Click Add New when done. You should see a “Successfully saved” message at the bottom of the dialog box.
   

   Note:
   a. Once the new agent is in the system, these settings can be changed.
   b. Unless otherwise specified, the email address is the Username for logins.
   c. The Password can be chosen by the onboarding admin and given to the new agent for the initial login or toggle the password auto-generator to send to the new agent an initial password.

Step II – New agent confirms email account

3. The agent will receive an email from your company (if not set up, it will be sent from the Default sender) welcoming the new agent to the company.
   The new agent needs to click the Confirm your account button, which will redirect the new agent to the CommBox account login page.

4. By going to the list of Agents, the admin can check if the new agent has verified their email address.
   

5. Once the agent has been verified, edit the profile of the new agent, appoint them to teams, make them choose a new password, etc.

Note: Prior to adding new agents, verify that you have available licenses in your contract by navigating to Settings > Accounts. To add additional licenses, please contact your customer success manager.