Before assigning an application to a user, you should check that the user has 'Agent' permission selected in the settings.
You can do this by:
- Select 'Settings', then 'Account', then 'Users' in the left-hand menu
- Select the user you wish to check
- When the window appears, ensure 'Agent' is ticked under the 'Roles' section
To assign an agent within an application:
- Select 'Applications' on the left-hand menu
- Select the application you need to assign
- Find the 'Details' section on the application summary screen
- Select 'Edit', which will be on the same line as 'Assigned user'
- Select a user from the drop-down menu
- Select 'Save Changes'