08 add an agent
Creating an Agent
Adding in your agents is the first thing you should do as a Manager user, navigate to the Fundraisers tab and click on 'Add an Agent'.
Enter the following information at a minimum
- Name
- Username prefix
- Password
- Office
- Mobile phone number (enter the number with the country code at the beginning. Example: 0044 for UK)
User Reference
The fundraiser code is usually used to record some kind of code associated with that fundraiser. This may reflect an employee or payroll number, or even a pay grade. Every pledge captured by that fundraiser will be tagged with the code entered here at the moment of pledge capture. Please N.B. subsequently changing the code will not change the code assigned to the pledge. This can be done from the edit pledges page.