These instructions are valid for both Peasy Sales web and mobile applications.
Agents are users in your Peasy Sales account. The number of agents which you can add into your account is determined by your subscribed plan.
An agent can be either of these roles:
| Role | Access level |
| Admin |
|
| Agent |
|
Peasy does not limit the agent/admin composition within your agent mix. You can endow admin privileges to all of your users.
For Web #
These are the instructions for adding agent on Peasy Sales web application.
How to add an agent #
- Please login to your Peasy Sales account from your desktop
- Click on “Settings” on your dashboard
- Click on “Agents”. You should be able to see a screen similar to one below
- Click on the “Add Agent” button as per highlighted on the image above. A pop-up form similar to the image below will appear.
- Fill in your agent details. Please ensure that the email address is not associated to any existing Peasy Sales user. We cannot delete an user account on your behalf, please use a different email address. Click “Add Agent” when you have completed the form.
- Peasy Sales will send an OTP verification code to your new agent via Whatsapp platform.
- Please ask your agent to login to their Peasy Sales platform using the email address and password that was set in Step #5. Your agent will need to key in their verification code and setup their profile. Your new agent status will change from “Verification Pending” to “Verified” after they have setup their profile. Peasy will not assign conversations to non-verified agents.
For App #
Currently this function is not available on the mobile app, please add agent on your web application.
