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Agents
You can add, delete, edit agent information, assign the licenses to be sold by the agent and schedule agents' payment.
 
Add an Agent and assign licenses
Click Add New button
In the next page:
   
1.
In Agent Details section:
a. Enter Agents' Name
b. Enter Federal EIN # for a Company or Store
  Or
  Enter Agents' Social Security Number for an individual.
2.
Enter Agents' Contact details.
3.
Enter User Id, Password and Confirm Password
»
 Re-enter the same password in confirm password box
4.
Enter Hint Question and Hint Answer
»
 This Hint Question and Answer will help the Agent if he / she forgets login password.
5.
Check "Active" if this agent account is to be activated.
6.
Click Save button

Assign Licenses
»
 After Saving Agent details, in the same page below "Licenses Assigned"
1.
Click Add New button
2.
Select the License(s) to be assigned.
3.
Click Select button.
»
 The License(s) assigned will be displayed in Agent Profile page
4.
Click Save button at the right bottom of the Agent Details table to save the License(s) assigned.
»
 The newly added record will be highlighted in the Agents table

»
 The Agents added here can login to their module using the user id and password provided here and can sell licenses that are assigned to them
»
 After creating an agent account ensure to assign license numbers for this agent in Configuration > License Numbers section for the licenses / passes to be sold.
 
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Schedule Agents' Payment
1.
 Click P button.
2.
 In the pop up window
3.
 Select the First Payment Day of the month for the License(s) sold. You can also select Grace Day in case there is a request from the Agent for delay in payment
4.
 Similarly select the Second Payment Day of the month for the License(s) sold. You can also select Grace Day for the second payment day in case there is a request from the Agent for delay in payment.
5.
 Incase you do not want to allow the Agent to sell license(s), you can uncheck Allow To Sell.
6.
 After completing Agents' payment schedule click Save button.
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Edit Agent Information
1.
 Click E button
2.
 In the enxt page, Edit Agent details.
»
 You can reset the password to the user id by clicking Reset Password button.
»
 You can also edit the licenses assigned by clicking Add New button .
3.
 Click Save button to save the updated information.
»
 The updated record will be highlighted in the table.
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Delete Agent account
1.
Select the Agent(s) you want to delete. If you wish to delete all the Agents displayed in that page, Click Check All, to deselect all the Agents click Clear All.
2.
Click Delete button.
»
The selected Agent(s) chosen for deletion will be highlighted and displayed in the next page
»
You can deselect the Agent if you do not want to delete.
3.
Click Delete button to delete the selected Agent.
Or
Click Cancel to move to the previous screen.
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