Adding or deleting agents from Toky

Before beginning, please be sure that:\

• You should have Admin or SuperAdmin profile Type access.

• You cannot create multiple agent profiles under the same Toky account using the same email address.

• This method is to update the email address of the existing agent to a new email address by deleting the old account.

To delete Agent profile:

1. Login to your Toky account and go to your Dashboard.

2. Click on Operators on the left side panel.\

   

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3. From the Operators drop-down, click on Agents, and it will open up the agents in your account.\

4. Find the agent you wish to delete and click the pencil to go to their details.\

   

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5. Click "Delete" in the lower-left corner and confirm when asked.\

   

Create Agent profile:

1. Login to your Toky account and go to your Dashboard.

2. Click on Operators on the left side panel.\

   

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3. From the Operators drop-down, click on Agents, and it will open up the agents in your account.

4. On the top right corner, click on Add Agent (

   

   ). This will open up a page to enter the details of the agent to create an agent profile.

5. Enter a valid Email address and Full Name at a minimum.

6. You can now configure the agent with the other options on the left, including their group, office hours, and other personalized settings.

7. Once done, click Save Changes (

   

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8. Upon creating and saving the new agent, an activation link will be sent to the new agent and where they can reset their password and log in.