Agent Management - Revision history

Scarpenter at 05:36, 11 September 2018

2018-09-11T05:36:52Z

CMichaels at 23:41, 6 December 2017

2017-12-06T23:41:34Z

Scarpenter: /* See Also */

2016-11-23T03:34:57Z

‎See Also

Blindstrom: /* Managing Agents (Optional) */

2016-06-15T01:26:54Z

‎Managing Agents (Optional)

Scarpenter: /* Agents Overview */

2016-06-02T02:17:27Z

‎Agents Overview

Scarpenter: /* Agents Overview */

2016-06-02T02:17:06Z

‎Agents Overview

Scarpenter: /* Agents Training Video */

2016-06-02T02:13:00Z

‎Agents Training Video

Scarpenter at 02:11, 2 June 2016

2016-06-02T02:11:57Z

Scarpenter: /* Agents and Agent Management */

2015-07-16T04:28:19Z

‎Agents and Agent Management

Scarpenter at 01:45, 4 May 2015

2015-05-04T01:45:28Z

@@ Line 1: / Line 1: @@
-== Agents and Agent Management ==
+=This Content Has Moved House=
-The Agents module (Agent Management module) provides for a way for Agents (or other parties) to place orders for products and services on behalf of a Service Provider, without giving them a login to the Service Provider's account in Emersion. This module is tightly integrated with the [[Commissions|Commissions module]], although it is not mandatory to subscribe to Commissions.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-Service Providers with Agent Management will set up each Agency with their own instance of Cumulus, under which individuals who work for that Agency can be given their own staff account. From here, the Agent can place orders on behalf of the Service Provider and manage that client. An Agent, depending on preferences, can be granted access to entire customer base of the Service Provider, limited access to some customers, or be restricted to only customers that they create. These access privileges are controlled by the powerful and flexible [[Account/Account_Groups|Account Groups]] feature in Emersion allowing for granular control over which Agents can see and edit customers and customer information.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-The Service provider retains the ownership of that client and can see, process and manage customers and orders created by the Agent. If Commissions is enabled, the Service Provider can view and process commissions made for orders placed by it's Agents.
+[https://resources.emersion.com/display/EKB/Agents Take me to the Emersion Knowledge Base article]
-=== Agents Overview ===
+[[file:new_home_sm.jpg|900px]]

@@ Line 26: / Line 26: @@
 * gives a look at the Agent's view in Cumulus.
-<mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">http://wiki.emersion.com.au/wiki/media/agent-management.mp4</mediaplayer>
+<mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">https://wiki.emersion.com/wiki/media/agent-management.mp4</mediaplayer>
 == Managing Agents (Optional) ==

@@ Line 48: / Line 48: @@
 More information on account groups can be found [[Account/Account_Groups|at this article]]
-=== See Also ===
+= See Also =
 * [[Commissions|Commissions]]
 * [[Account/Account_Groups|Account Groups]]

@@ Line 32: / Line 32: @@
 Managing Agents also have an Account Group added to the configuration. When properly configured, this account group will:
-* govern which end user customers the Agent can access
+. Govern which end user customers the Agent can access
-If a service provider is happy for an Agent to be able to view all end users, no account group needs to exist.
+. Add new customers created by the Agent to the account group automatically.
-If a service provider wants to use Account groups to limit access to Agents:
+NB 1. If a Service Provider is happy for an Agent to be able to view all end users, no account group needs to exist.
 * Set the account group as a '''security''' group, then set ''Allow Some'' as the '''group access code'''.
 * Add any customers the Agent should be able to access to the new account group.

@@ Line 15: / Line 15: @@
 [[file:Agent-Hierarchy.png]]
-Once the Agents module is enabled for your Service Provider account, you will be required to configure the module for your use and create an Agent account for your existing Agents.  Please download the user manual below to assist you set up and configure Agents.
+Once the Agents module is enabled for your Service Provider account, you will be required to configure the module for your use and create an Agent account for your existing Agents.  Please watch the training video below to assist you set up and configure Agents.
 == Agents Module Video Training ==

← Older revision		Revision as of 02:17, 2 June 2016
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	Once the Agents module is enabled for your Service Provider account, you will be required to configure the module for your use and create an Agent account for your existing Agents. Please download the user manual below to assist you set up and configure Agents.		Once the Agents module is enabled for your Service Provider account, you will be required to configure the module for your use and create an Agent account for your existing Agents. Please download the user manual below to assist you set up and configure Agents.
−
−	~~[[file:Systems Administration - Agent Management v1.0.pdf]]<br />~~

	== Agents Module Video Training ==		== Agents Module Video Training ==

@@ Line 19: / Line 19: @@
 [[file:Systems Administration - Agent Management v1.0.pdf]]<br />
-== Agents Training Video ==
+== Agents Module Video Training ==
 Need training in Agents? This 20 minute video tutorial will:
@@ Line 28: / Line 28: @@
 * gives a look at the Agent's view in Cumulus.
 <mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">http://wiki.emersion.com.au/wiki/media/agent-management.mp4</mediaplayer>
 == Managing Agents (Optional) ==

← Older revision		Revision as of 02:11, 2 June 2016
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	[[file:Systems Administration - Agent Management v1.0.pdf]]<br />		[[file:Systems Administration - Agent Management v1.0.pdf]]<br />
		+
		+	== Agents Training Video ==
		+
		+	Need training in Agents? This 20 minute video tutorial will:
		+
		+	* introduce you to the Agents module in Emersion
		+	* covers concepts related to Agents in Emersion
		+	* steps through the end-to-end set up of an Agent in Cumulus
		+	* gives a look at the Agent's view in Cumulus.
		+
		+	<mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">http://wiki.emersion.com.au/wiki/media/agent-management.mp4</mediaplayer>

	== Managing Agents (Optional) ==		== Managing Agents (Optional) ==

← Older revision		Revision as of 01:45, 4 May 2015
Line 18:		Line 18:

	[[file:Systems Administration - Agent Management v1.0.pdf]]<br />		[[file:Systems Administration - Agent Management v1.0.pdf]]<br />
		+
		+	== Managing Agents (Optional) ==
		+
		+	Managing Agents also have an Account Group added to the configuration. When properly configured, this account group will:
		+
		+	* govern which end user customers the Agent can access
		+	* add new customers created by the Agent to the account group automatically.
		+
		+	If a service provider is happy for an Agent to be able to view all end users, no account group needs to exist.
		+
		+	If a service provider wants to use Account groups to limit access to Agents:
		+
		+	For each Agent:
		+	* Create a new account group. For each agent, you will need an account group.
		+	* Set the account group as a '''security''' group, then set ''Allow Some'' as the '''group access code'''.
		+	* Add any customers the Agent should be able to access to the new account group.
		+	* Add the Organisation Unit of the Agent to the account group.
		+
		+	More information on account groups can be found [[Account/Account_Groups\|at this article]]

	=== See Also ===		=== See Also ===