Inactivating Agents
Inactivating Agents How to make Agents inactive in OZIAgent? Step 1: Select the inactive option from the three dots.
Restoring the Inactive Agents
Restoring the Inactive Agents How to restore the Inactive Agents and make Active? Step 1: Go to the Inactive list of the agents. Step 2: Select Add tab from the right top corner.
Adding agents
Adding agents To add the agents individually To add the agents individually in the system, follow the following steps: Step 1: Select Agent from the side navigation bar. Step 2: Select Add tab from the right top corner. Step 3: Select the agent type that is Sub Agent and Super Agent. Step 4: Select the structure of the agent that is Individual or Business. Step 5: Fill the details of the agent Step 6: Save once you complete.
Defining types of Agents
Managing Agents To manage the agents details in OZIAgent After you add the agents in the system, you can edit the details of the agents and make them inactive as well. Step 1: Select the Agents from the side navigation bar. Step 2: Select the three dots. Step 3: Select the Edit option. Step 4: Make the necessary changes and save once you complete. Note: Once you have set the structure of the agent (i.e., Individual or Business), you cannot edit this later. Make sure you have filled the agent information correctly.
Managing Agents
Managing Agents To manage the agents details in OZIAgent After you add the agents in the system, you can edit the details of the agents and make them inactive as well. Step 1: Select the Agents from the side navigation bar. Step 2: Select the three dots. Step 3: Select the Edit option. Step 4: Make the necessary changes and save once you complete. Note: Once you have set the structure of the agent (i.e., Individual or Business), you cannot edit this later. Make sure you have filled the agent information correctly.