Onboarding Agents

Onboarding Agents

Drivers are the delivery agents who will be doing the pickup and delivery from one location to another.
There are 3 ways to onboard drivers on the platform-

1. Adding agents one by one on the platform 

For this Goto side menu > agents
On the top right corner you will see an option “Add Agent”
Click on that and the template will open to enter agent information



1. First name – Name of Agent
2. Phone – Phone number of agent
3. Username – This will the login details of the agent to access the app
4. Password – This will be password using which agent can login on the app
5. Tags – Tags are basically used to link an agent with a particular team or with a particular type of task. For this the team or task should have the same tag as that of agent.
6. Teams – Teams are basically used to group a number of agents together and classify drivers based on parameters like location, zones, distance, etc.
7. Agent Type – Their are 2 types of agents on tookan
8. Captive – These agents are considered as full time agents on the platform

9. Freelancer – These are considered as part time agents on the platform.

*NOTE*
Email and username should be unique
All mandatory fields should be filled

Video – https://www.youtube.com/watch?v=_H9Ljui4iuI&t=15s




2. Adding agents using CSV through bulk import

This option is helpful when you have a large number of agents to be added to the platform so instead of adding one by one we can enter all the information in a CSV file and upload the file.

Goto Side Menu >agents
On the top right corner you will find an option to “Import Agent”
Click on Import Agent
Click on the option ‘Download Sample CSV’
This will download the CSV file wherein you have to add information about the agents


After saving the file drag and drop the CSV file on tookan


*NOTE*
Email and username should be unique
All mandatory fields should be filled
Don’t change the Header in the file

3. Agent signup directly through agent app

The Signup option on the agent app will allow the agents to register themselves directly on Tookan.
Agent Signup option is only available on the agent app if the agent app is branded or white-labeled.
To enable this option goto Extensions> Agent Sign-up> Enable

You can add custom templates for your sign up forms which agent needs to fill in before they can enter the agent app. Admin can reject, accept or review his agents before they enter your app on the basis of the information filled in by them.

To create a custom template
Goto Settings> Template> Create custom.
Add the required fields you want the agents to fill while they signup and save it.
Now, Go to Settings> Agent App> Agent Signup> Select the created template and Save.



Video – https://youtu.be/Pypr1b1QGcQ

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