Agents

Activity permission for agents

The activity permission feature allows you to show/ hide certain activities for agents on POS Desk. It gives you more flexibility on which activities your agents are allowed to sell and which not. 

By default, all activities (that are set up in your own account) are visible to all your agents. Right now, you are only able to enable/disable activities for agents that are set up in your own account. Packages and partner activities are not yet supported. 

1. Changing activity permission for several agents

If you want to change activity permission for several agents at once, please go to Promotion > Agents & Resellers and click on the new tab Activity Permissions.  

Via the filter options at the top you can select the activities and agents that are relevant and continue with activity permissions.

Activity permission per agent

By default, only activities with active schedules are shown. If you want to change this, untick the checkbox in the filter options to get access to all activities (also the once without active schedules). 

If you filter for activities and/or agents, the filter won't be saved. This means, if you filter something on this activity permission tab and then for to a different tab within the agent feature or to a different site, the filter won't save your previous selection of activities and/or agents. 

2. Changing activity permissions for one agent

If you want to change the activity permission for just one agent, it's better if you do that on the agent level. Therefore go to Promotion > Agents & Resellers and select the agent you want to change the permission for. 

Activity permission tabOn the agent level, you see an additional tab Activity Permissions. Click here and filter for the activities you want to enable/disable. With the Select All checkbox on top, you can easily then enable or disable several activities for this agent.  

Filter activity permission agent level

 

3. What's next?

TrekkSoft's product team will continue working on the agent feature with the following tasks: -

  • Enable packages for activity permission feature
  • Enable partner activities for activity permission feature
  • Review the agent import functionality, so this can be used to change agents' activity permission in bulk