Agents

Opening the item

Follow the steps below to access an Agent profile:

Navigate to the Admin Panel
Click Administration on the left sidebar
Go to the Administrators menu item.
Click Filters in the top right corner and select the Role option from the drop-down list.
Select Agent in the role field and click Filter.
Click Show or Edit in a profile line to open its details

How to create an Agent profile

Due to a dependency on a project, an Agent profile requires additional configuration to define which project it is related to. Thus, profile creation is performed as follows:

Create an API key.
Create an Agent profile and assign the API key to the Agent profile.

Once all the actions are performed, the Agent will be able to log in to the Admin Panel and create new client profiles on behalf of the White Label (WL) project.

To create an API key

Navigate to the Admin Panel.
Click API in the left sidebar.
Go to the API keys menu item.
Click Add new to create a new API key.
Set the WL project name in the Client field. The project must be registered as a Company in the Admin Panel
Fill the Allowed IPs field to specify the machine the Agent will log in from. The field is optional.
Set the API key Type to define whether it is used for testing or production purposes.
Set the Enabled checkbox to activate the key once it is created.
It is also possible to define Access roles that can be used with the key. The field is optional.
When creating an API key for Agents, it is recommended to leave the field empty and set an Access role within the Agent profile.
Click Create to confirm the key creation.

To create an Agent profile

Navigate to the Admin Panel.
Click Administration on the left sidebar.
Go to the Administrators menu item.
Click Add new to create a profile.
Fill in the personal details fields including the following:
1. First name.
2. Last name.
3. Email.
4. Locale.
Set the Enabled checkbox to activate the profile once it is created.
Set the profile password in the Password and Repeat password fields. The credentials will be used for logging in to the Admin Panel.
Select an Agent access role for the profile from the Access Roles drop-down list. The number of access roles is limited for agents, see the following sections for the parameter description.
Select one or more Access groups to define which objects will be available for the agent in the Admin Panel. For example, you can define exact client profiles that will be visible to the Agent. If the field is not set, the agent will see all objects.
Select the Agent role from the Role drop-down list.
Select the API key from the Agent companies drop-down list.
Click Create to confirm the profile creation.

Component parameters

Parameter	Description
Id	The column demonstrates internal identification numbers assigned to Administrators.
First Name	First name of an Administrator.
Last Name	Last name of an Administrator.
Email	Email address of an Administrator. The parameter value is used as credentials
Role	Defines the type of an administrative profile: Admin: an Administrator with limited access. Administrators of the type are mostly entitled to a specific functionality depending on the defined access roles. For example, an Administrator can access the Banking section, while the other sections remain unavailable. See Access roles (Administration) for details. Super Admin: an Administrator with unlimited access within the Admin Panel. Administrators of this type can access any section of the Admin Panel and are entitled to create and edit Admin profiles. Agent: a project agent entitled to create new client profiles and manage existing ones. See Agents for details.
Enabled	Defines whether the profile is active and can be used to access the Admin Panel.
Is Two Factor Auth Enabled	Defines whether the 2FA is enabled for the profile.
Action	Click Show to browse profile details. Click Edit to change profile details.
Help	Click to access the Administrators page right from the Admin Panel.

Configuring the component

Parameter	Description
First Name	First name of an Administrator.
Last Name	Last name of an Administrator.
Email	Email address of an Administrator. The parameter value is used as credentials
Locale	Defines the location and language for the profile.
Enabled	Defines whether the profile is active and can be used to access the Admin Panel.
Password	Profile password. The credentials will be used for logging in to thew Admin Panel. Fill in the field with the new profile password when changing it
Repeat password	Fill in the field with the new profile password when changing it.
Access roles	Defines which access roles are assigned to the profile. Click the field and select an access role from the drop-down list. See Access roles (Administration) for additional details. Only the following actions can be included in an Agent access role: Persons: List, Create, Edit, Show, and Export. Companies: List, Create, Edit, Show, and Export. Company staff: List, Show, and Export. Accounts: List, Show, and Export. Transactions: List, Show, and Export. Client Documents: All. Identification Requests: All. All other actions are not assured.
Access groups	Defines which administrative access groups are assigned to the profile. An Access group defines which objects will be available for the agent in the Admin Panel. For example, you can define exact client profiles that will be visible to the Agent. If the field is not set, the agent will see all objects.
Role	Defines the type of an administrative profile: Admin: an Administrator with limited access. Administrators of the type are mostly entitled to a specific functionality depending on the defined access roles. For example, an Administrator can access the Banking section, while the other sections are not available for them. See Access roles (Administration) for details. Super Admin: an Administrator with unlimited access within the Admin Panel. Administrators of this type can access any section of the Admin Panel and are entitled to create and edit Admin profiles. Agent: a project agent entitled to create new client profiles and manage existing ones. See Agents for details.
Agent companies	Defines the WL project name on behalf of which the Agent accesses the Admin Panel. The functionality is enabled in the API keys section. The parameter is inherited by client profiles opened by the Agent.

Agents

Overview

Related pages

Opening the item

How to create an Agent profile

Component parameters

Configuring the component