Guideline for Website Admin

As an admin, before you can allow your users to become an agent, you need to set up the environment. Let's have a step by step look on how to do that.

Step 1: Create a user group from Users > Group > Add New Group.

Step 2: This will take you to create "User Group" page where you'll need to enter the name of the User Group and select the Group Parent as "Author". 

Step 3: Now we need to allow "Administrator Login" for the newly created user group. To do that, navigate to System > Global Configuration > Permissions (Tab). Find the User Group "Agent" and allow "Administrator Login" for that particular User Group.

Step 4: Now you need to find SP Property from the Left Sidebar (which is, by the way, the Options settings for the SP Property component), browse to "Permissions" tab, once again find the "Agent' and allow "Access Administration Interface" for this user group.

Step 5: When you have completed setting the permission for "Agent" user group, you need to browse to the "Basic" tab of SP Property Option and choose the "Agent Group name" from the drop-down list as the newly created user group, which is in this case "Agent".

In order to get "Agent" role for a user, they need to submit the following form.  

Upon successfully submitting the registration form, as an admin you'll get an email notification showing you the user information. You then need to find the user by going to Users > Manage. 

Assigning Agent Role to a general user:

Step 1

Now you need to click on the User to go the Edit mode, then browse to the "Assigned Users Groups" and Select ONLY the "Agent" group. Please note, the ONLY selected user group would be the one you have newly created.

Step 2

The final step is, to navigate to SP Property > Agents. Then find the agent and publish the item. 

Step 1 through 5 is a one-time process. Once you have set it up successfully then you'll only need to follow the above 2 steps for each user to assign them the agent role. The newly received "Agent" role user will have the following dashboard.