# Agent Editor

## Overview

The **Agent Editor** screen is for adding and managing login credentials for Agents. An Agent is a special account on the system specifically for IntellaQueue tracking and usage.

<p class="callout info">Each Agent requires an available license in order to be created.</p>

<p class="callout info">Even though Agent logins are not bound to a particular device or extension, the device that they use must be set to allow agent logins for IntellaQueue, or they will be disallowed from doing so even with a proper agent license.</p>

## Adding a New Agent

1\) Click the **New Agent** button and fill out the various fields for the Agent:

- Keep in mind Agent Num and (optional) Agent Pin are number-only fields
- The **Associated User** field will list all of the users available 
    - Multiple Agents can be associated with the same user if that Agent has multiple phones
    - As part of the **\[development road map: new Agent Device handling\]** will take care of Agents that have multiple phones to no longer need multiple Agent logins.

<div class="columnLayout single" data-layout="single" id="bkmrk-"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="sectionColumnWrapper conf-macro output-block" data-hasbody="true" data-macro-name="section"><div class="sectionMacro"><div class="sectionMacroRow"></div></div></div></div></div></div></div></div>[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-07/scaled-1680-/6W3image.png)](https://public.intellasoft.net/uploads/images/gallery/2024-07/6W3image.png)

<table border="1" id="bkmrk-field-type-descripti" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 12.7318%;"></col><col style="width: 14.3387%;"></col><col style="width: 11.2936%;"></col><col style="width: 61.5123%;"></col></colgroup><thead><tr><td>  
</td><td>**Field**  
</td><td>**Type**  
</td><td>**Description**  
</td></tr></thead><tbody><tr><td class="confluenceTd">**Required**</td><td class="confluenceTd">First Name</td><td class="confluenceTd">Text</td><td class="confluenceTd">For new Agent</td></tr><tr><td class="confluenceTd">  
</td><td class="confluenceTd">Last Name</td><td class="confluenceTd">Text</td><td class="confluenceTd">For new Agent</td></tr><tr><td class="confluenceTd">  
</td><td class="confluenceTd">Agent Num</td><td class="confluenceTd">Numeric</td><td class="confluenceTd">Number that the Agent will be using to login</td></tr><tr><td class="confluenceTd">**Optional**</td><td class="confluenceTd">Pin</td><td class="confluenceTd">Numeric</td><td class="confluenceTd">Security pin for Agent login, recommended to prevent people logging in using the wrong agent number</td></tr><tr><td class="confluenceTd">  
</td><td class="confluenceTd">Associated User</td><td class="confluenceTd">List</td><td class="confluenceTd">The Agent's own web portal user account. This is used for reporting purposes and only if Agents are not hot-desking

- All of the calls the extension has made/received while the Agent was not logged in will be known

</td></tr><tr><td class="confluenceTd">**View Only**</td><td class="confluenceTd">Manager</td><td class="confluenceTd">Boolean</td><td class="confluenceTd">If Yes, then the **\[Agent Toolbar\]** has extended capabilities including:

- Live call monitoring
- Controlling Agent status
- Setting **\[Manager Only Statuses\]** on Agents

Use the **\[License Manager\]** to set which Agents have Manager status.

</td></tr></tbody></table>

<div class="wiki-content" id="bkmrk--2"><div class="contentLayout2"><div class="columnLayout single" data-layout="single"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="sectionColumnWrapper conf-macro output-block" data-hasbody="true" data-macro-name="section"><div class="sectionMacro"><div class="sectionMacroRow"></div></div></div></div></div></div></div></div></div></div>2\) Next select an **Agent Num** and an **Agent Pin** (optional).

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-07/scaled-1680-/oI8image.png)](https://public.intellasoft.net/uploads/images/gallery/2024-07/oI8image.png)

3\) Lastly, you can associate a user account with the Agent.

4\) Click the **Save** button. After you click save, you will see a message stating **Changes Saved**.

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-07/scaled-1680-/plUimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-07/plUimage.png)

## Deleting an Agent

1\) Navigate to <span style="font-size: 14.0px;">the</span> **Agent Editor** screen via the **Navigation Panel**.

2\) Find the Agent<span style="font-size: 14.0px;"> you wish</span> to delete, highlight it by clicking on it, and then click the red **X** under the **Delete** column.

3\) A confirmation pop-up will appear confirming your selection. Click **OK** to confirm. You will see a message stating **Changes Saved**.

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-07/scaled-1680-/IPpimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-07/IPpimage.png)