Before beginning, please be sure that:
- You should have Admin or SuperAdmin profile Type access.
- You cannot create multiple agent profiles under the same Toky account using the same email address.
- This method is to update the email address of the existing agent to a new email address by deleting the old account.
To delete Agent profile:
- Login to your Toky account and go to your Dashboard.
- Click on Operators on the left side panel.
- From the Operators drop-down, click on Agents, and it will open up the agents in your account.
- Find the agent you wish to delete and click the pencil to go to their details.
- Click "Delete" in the lower-left corner and confirm when asked.
Create Agent profile:
- Login to your Toky account and go to your Dashboard.
- Click on Operators on the left side panel.
- From the Operators drop-down, click on Agents, and it will open up the agents in your account.
- On the top right corner, click on Add Agent (
). This will open up a page to enter the details of the agent to create an agent profile. - Enter a valid Email address and Full Name at a minimum.
- You can now configure the agent with the other options on the left, including their group, office hours, and other personalized settings.
- Once done, click Save Changes (
). - Upon creating and saving the new agent, an activation link will be sent to the new agent and where they can reset their password and log in.