Admin Portal - Agent Management

What features does JMango360 B2B Solution Admin Portal offer?

The Admin oversees the agents tasked with providing customer service for the business's owner. Agents will be divided into levels at a store. With the Agent Management feature, Admin can Create Agents, Manage Agents, and View Agent Details.

Create Agents

How: Login Admin Portal, click Create Agent

Information fields needing to fill out for creating an agent:

- First Name

- Last Name

- Email Address

- Phone Number

- Role: default as agent

- Level: Permissions for each level are based on the Admin setting

Junior
Senior
Super

Default permissions that Admin can set up for each level include:

Cart Management

Place Order

Order Management

View Order Detail

Export Order

View Order History

- Password

- Confirm password

Admin can auto-generate passwords for the agent's account. When agents log in, they will be requested to change their password.

- Assign to: Based on Agent’s Level

Super: automatically assigned to all Companies
Junior, Senior: allowed to assign with one or multiple companies

Manage Agents

This lets the admin see a list of agents and their basic information.

How: Login Admin Portal, click Manage Agents to view the list of agents.

Agents' basic information includes:

ID
Fullname
Email Address
Time Created
Role
Level
Enable: This function allows Admin to grant or deny permission to the created agents. Agents whose accounts are not enabled cannot access the companies to which they were previously authorized.
Action: In this section, Admin can edit or delete the created agents.

Agent Details

How: When clicking the Edit button of the Action section, Admin will see detailed information about the agent and can edit the information.

Information that can be viewed/ edited are :