To add Agents manually you can do so by clicking add agent or by importing CSV file in which you can add their details under the given templates. Sample file download is also available from where you can download the CSV file and edit it.
- Click on top left menu icon on the Dashboard and click on Agent.
- Click on ‘Add Agent’.
- Fill in all details and click on ‘Add’.
Note: Under Agent details under Assign Role you can assign a set of permission to the Agent. If you haven’t created any role, you can do it from Access Control in Settings.
Once added to the dashboard, the agent would automatically receive an SMS and email with the link to download the app, along with a temporary password to log-in.
Hi Jane, you have been added as an agent by David. Download iOS App.
https://app.tookanapp.com/ios Download Android App
https://app.tookanapp.com/android Username: firstname.lastname@example.org & Pass: tookan#5555
Steps to Import Agent on Tookan :
- Click on the top left menu icon on the Dashboard and then select Agents
- On the top right corner, next to the add agents there is an open square symbol denoting import agents where you can add CSV file after adding agents manually in the CSV file.
Steps to Export Agent on Tookan :
- Select Agents from the Menu
- On the top right corner, next to the add agents there is an open square symbol de
noting export agents where you can add CSV file after adding agents manually in the CSV file.
Multiple agents can be added to a task. This can be done by mentioning the number of agents in the ‘assignment tab’ of new task window or manually multi-select agents.
This can be used when only some of the details of Agents, for example, only name and id.
For any other queries related to Tookan please refer to Tookan Helpdesk.
Steps to Filter on Import & Export Agent on Tookan :
- On the right top corner, next to export Agents, a flask design is the filter where you can see the added agents on the basis of categories Id, Username, Email, Image, Phone, Device type, Device version, team and registration date.
- To refresh the list click on the refresh button on the top right corner.
Hope this article helps you to understand about how to Import & Export Agent on Tookan.
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