Agent Management
The Agent Management page allows administrators to manage all sales or referral agents within the platform. Administrators can search agents, monitor referral information, manage commission settings, and perform actions such as viewing, editing, or deleting agent records.
Agent Overview
The Agent Management page displays all registered agents in a structured table for easy administration.
Each agent record includes:
- Profile Picture
- Agent Name
- Referral Code
- Commission Percentage
- Account Status
- Available Actions
Search Agents
Use the Search Agents field to quickly locate an agent by entering their name or referral information.
This helps administrators find agent records efficiently.
Status Filter
Use the status dropdown to display agents based on their current account status.
Common filter options include:
- Active
- Inactive
This allows administrators to quickly identify agents based on their availability.
Agent Information
Each row in the table contains the following details.
Profile
Displays the agent’s profile picture or default avatar. This helps identify agents at a glance.
Name
Displays the registered name of the agent.
Referral Code
Shows the unique referral code assigned to the agent. This code can be used to track customer referrals and agent performance.
Commission (%)
Displays the commission percentage assigned to the agent. The commission determines the reward or earnings the agent receives for successful referrals or sales.
Status
Indicates the current status of the agent.
- Active - The agent is currently active and eligible to participate in referral activities.
- Inactive - The agent is temporarily disabled and cannot participate until reactivated.
Available Actions
- View Agent - Click the View icon to review the complete details of the selected agent.
- Edit Agent - Click the Edit icon to update the agent's information, referral details, or commission percentage.
- Delete Agent - Click the Delete icon to permanently remove the selected agent from the platform. Delete agent records only when they are no longer required.
- Add Agent - Click the Add Agent button to register a new agent.
The system opens the agent registration form where personal information, referral details, commission percentage, and account status can be configured.
Best Practices
- Assign unique referral codes to every agent.
- Verify commission percentages before saving changes.
- Keep agent information up to date.
- Regularly review inactive agents.
- Remove agent records only when they are no longer required.