TABLE OF CONTENTS
Introduction
In this Document we will thoroughly go over options that are available regarding the Agents. We will go through Creating an Agent, Editing, and Deleting them. Every option will be explained and covered either through direct description or by showing an example.
Setup
Accessing the Agent List
Image 1: Agent List tab
To start Creating an Agent, we would first have to go to the appropriate tab. In this case, we open up the "Agent List" tab.
Image 2: Agent List tab location
The "Agent List" tab should look like this (presuming no Agents were created before).
In this tab, we are able to Find and existing Agent, Create a New Agent or Modify/Edit any of the Agents previously created.
Adding an Agent
In order for us to Modify or Find any of the Agents, we must first Create them. In this step we will guide you throughout the Agent Creation process and all of the options that you might encounter.
In the last step we have accessed the "Agent List" tab, while in it we can click on the "Add New Agent" Button in order to start creating an Agent.
Image 3: Add New Agent Button
After clicking on "Add New Agent", we should be redirected to the following tab:
Image 4: Add New Agent Tab - Fields
Here we will enter the information we have of the Agent that will be created
Note that all of the information about the Agent is mandatory, and is marked with "*"
Required Fields when Adding New Agent are:
First Name
Last Name
Email Address
Contact Number
Password
Confirm Password
User Name
Active: Yes/No
In order to be able to log-in as an Agent, make sure to remember the "User Name" and "Password" of the said Agent as that is the information needed to access the Webpage as Agent.
After inputting the information about the Agent, we are able to set Active as Yes/No. This will either enable or disable the agent.
Image 5: Add New Agent Tab - Required Fields
When we are finished with the mandatory fields, we have some of the optional fields that can be checked depending on the preference and/or limitations that the Agent possesses.
Image 6: Add New Agent Tab - Optional Fields
These options are optional and can be modified at any time.
We will go over every option and It's respective explanation in order to understand which of these we want our Agent to have.
Optional Settings
Option | Description |
| Activate Air Search | This option will allow the Agent to access the Air Search when making a New Booking. |
| Activate Hotel Search | This option will allow the Agent to access the Hotel Search when making a New Booking. |
| Activate Car Search | This option will allow the Agent to access the Car Search when making a New Booking. |
| Disable Admin View | All of the options that are shown to us in the picture below are considered as Admin View, disabling this will only show the Booking Tab to the Agent. They will not be able to see any of the Administrative options. |
| Activate LCC Search | This option will allow the Agent to Search for the Low-Cost Carrier Airlines when making a New Booking. |
| Activate Travel Boutique Search | Deprecated |
| Activate Dynamic Links | This will enable Dynamic Links and for the Agent to invoke searches from a widget or through a method called “rest deep link”. |
Table 1: Optional Settings and Descriptions
After these options are set up, we can click on the "Save" Button to confirm and create an Agent.
Image 7: Add New Agent Tab - Save Button
After this, we have successfully created an Agent.
When the Agent is created, they will get an Email with their Temporary Login Credentials.
Image 8: Temporary Login Information
Clicking on the Link provided will redirect us to the login screen for our website where we can login as an agent.
Image 9: Login Screen
Using the Credentials provided over the Email will cause the Pop-Up to show asking the User to change their Temporary Password and add a New Password
Image 10: Changing Temporary Credentials
When we enter a new Password and press Login, we will be logged in as an Agent.
Searching For an Agent
After we have Added the New Agent, we will be able to use the Filter option to find the said Agent or any other previously created Agent.
Image 11: Search/Filter for an Agent
In order to search for an Agent, we will need their Name, Email, Phone or Website. Any of these options individually will do, but the more information we have, the easier it will be for us to find the Agent.
Image 12: Search/Filter for an Agent - Example Search
By using the 4 parameters, we have greatly increased our probability of finding the correct Agent that we were searching for.
Edit/Modify the Agent
Edit the Agent
After Adding a New Agent, we are able to Edit/Modify them at any time by finding them in our List and clicking on the Edit button. Through the same way, we are also able to Delete an existing Agent.
Image 13: Edit the Agent Button
Accessing the Edit Agent through the Edit button will cause this tab to appear:
Image 14 Edit the Agent - Fields
This tab is the same as the one we have encountered when Adding an Agent. Everything we have added when adding the Agent can be changed through this tab.
Once again, make sure to remember the changed "User Name" and "Password" as they are needed to log-in as an Agent.
After Editing everything that needed to be modified, clicking on the "Save" button will Save the changes and modify them (until they are modified again).
Delete the Agent
Deleting an Agent is straightforward, the "Delete" button is located next to the Edit button we have mentioned in the previous section.
Image 15: Delete the Agent Button
Clicking on the "Delete" button will cause a pop-up to appear letting us know that we are about to Delete an Agent and asking us to confirm our action.
Image 16: Delete the Agent Confirmation Pop-Up
At this point, we will be able to Confirm our action by pressing "OK" or Cancel it by pressing the "Cancel".
If we Confirm our action, we will be notified with the following pop-up.
Image 17: Delete the Agent Notification Pop-Up
After that, we are able to see that our Agent List has updated and the Agent we wanted to Delete is no longer on the List.
Image 18: Delete the Agent Updated List