HELP FILE

Set agent permissions: Assign an agent to a permission group

An agent's permissions are unlimited by default, but can be controlled by adding the agent to a Permission Group. An agent can be assigned to one permission group at a time.

  1. Create or edit an agent, as follows:
    1. At admin.bold360.com, go to Organization > Agents.
    2. On the Agent Management page, select an existing agent or click Create New.

    The New/Edit Agent page is displayed.

  2. At the bottom of the Agent Information tab, choose a Permission Group. To make the selected permission group the default for subsequently created users, click Set as default.
  3. Save your changes.