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An alternative and much simpler method, but not as versatile, is to add a standard account, create a role named ‘Agent’ and then only apply the permissions necessary for that agent. 1.
Create a role for the agent, (i.e. Agent Role)
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Add an account
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Select the correct role for the account (Agent Role)
The new account can now log in to the system and has access based on their role's permission set. These agents will however have access to accounts added by other ‘admins’ in the system so for security and segregation, this may not be an ideal setup.