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Create new agency

Solution

To create a new agency go to Control Panel -> Agencies Settings -> List agencies -> Add agency.

You will be presented a form like in the image below:

Create new agency

 Agency details - general information about the agency

1. Full name (mandatory) - this is the name of the agency. This is how you will see the agency in the system;

2. Agency ID (mandatory) - this is the ID used for login. We can only use letters (a-zA-Z) and numbers;

3. Email (mandatory) - this is the email address of the agency. This is where notifications and important messages from the system will be sent.

4. Street address

5. City

6. Country

7. Phone

8. Fax

9. Web page

10. Role (mandatory) - depending on the selected role, the agency will have access to some sections of the application and be restricted to other sections. You can choose between system roles and roles create by you.

 

System options

1. Enabled - check if you want to activate the agency and let them log into their account. If this is not checked, the agency will not be able to log in.

2. Stop buy - check this if you want to temporary restrict the agency on making new reservations.

3. Amend right - if this is checked, the agency will have the right to amend existing reservations.

4. Cancel right - if this is checked, the agency will have the right to cancel existing reservations.

5. Whitelabel right - if this is checked, the agency will have the right to create and install whitelabels.

6. XML OUT right - if this is checked, the agency will have the right to use XML OUT

7. Payment type (mandatory) - selected credit for pre-payment agencies of cash

8. Credit limit (mandatory) - use 0 for cash agencies or a positive number for agencies on credit. 

 

Operator Details - information about the admin user of this agency

1. Real Name (mandatory) - full name of the operator. This is how he will be visible in the system

2. Operator ID (mandatory) - this is the ID used for login. We can only use letters (a-zA-Z) and numbers;

3. Password (mandatory) - password of the operator

4. Retype password (mandatory) - retype the password just to be sure you didn't mistake the first one

5. Email (mandatory) - the email address where the admin of the agency will receive system notifications

 

After you finish press the "Add agency" button at the bottom of the page

 

 
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Article ID: 3
Category: How do I...
Date added: 2015-01-26 15:10:12
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