The Agent Settings section provides a list of your users able to login into your account and their related permission levels within the Alloy dashboard.

This article will cover the following sections: 

• Accessing the Agents page
• Add a New Agent
• Manage Agent Access
• Deleted Agents

Accessing the Agents page

The Agents Settings page can be reached by navigating to the Settings tab, then clicking on Agents. 

Add a new Agent

Invite new agents by clicking the Invite New Agent button. This will open up a modal where you can fill out the following agent details:

• First Name
• Last Name
• Email
• Phone
• External Agent ID
• Role

Manage Agent access

Click on an Agent name to expand and view their permissions. From this expanded view, the agent's role can be changed and default searches can be configured. 

Clicking the cog icon on the right side of a row will present a menu with the options: 

• Resend Invitation - Resend the invite email if an agent has not received an invite or their activation link has expired.
• Edit Agent - Edit the agent's details such as name, phone, and external agent ID.
• Delete Agent - Delete the agent's information from the dashboard. This will also remove their access to the Alloy dashboard. More on deleted agents in the below section, "Deleted Agents."

Note: Editing the email address for an existing agent is not supported. If an agent’s email has changed, a new agent should be added with their new email address and the old agent should be deleted.

Deleted Agents

Even after an agent is deleted, any activity and historical information contributed by that agent will continue to be retained in the dashboard.

For instance, if an agent added a note to an entity and was subsequently deleted, the note would still be visible in the dashboard.

Similarly, if an agent reviewed an entity in the Review Queue, the email address of the reviewing agent would remain recorded in the dashboard, even after the agent's deletion.