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.
- Create or edit an agent, as follows:
- At admin.bold360.com, go to Organization > Agents.
- On the Agent Management page, select an existing agent or click Create New.
The New/Edit Agent page is displayed.
- 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.
- Save your changes.