Agent overview
There are two types of Agent:
- 1.Account Management
- This permission allows you to manage agent information including inviting agents, customizing agents or deleting agent accounts. You also can access the Payment Settings page to manage your Subiz package such as upgrading your account, purchasing more agents, upgrading your Subiz packages, extending your account and more.
- You can choose whether Agent permisson are "No access" or "Full access."
2. Account setting
- This permission allows you to manage Agents including Invitation Agent, Agent customization or Agent account deletion. And, you can customize account settings like Automation, Rule, Subiz chat widget,..
- You can choose whether Agent permisson are "No access" or "Full access."
3. Conversation:
- This permission allows you to export User data and view the contents of other Agent conversations.
- You can choose either Full Access or Limited Access one of the two permissions.

Agent Permission
Some notes on Agent Permissions:
- Agent owner will have all 3 permission of Account Management, Account Settings, and Conversation. Another agent can't customize the permission of the account owner.
- You can not customize your Agent delegation. Only Agents with Account Management or Account Settings are allowed to customize the permission of other Agents.

Agent's private information
Here you can customize:
- Personal information
- Avatar
- Subiz Login Password
Personal information
Avatar
Subiz Login Password
Customize information: Change the required fields> select Save
- Email Address: Agent's login email, unchangeble
- Job Placement: The job that the agent is responsible for
- Phone Numbe: phone number of agent
- Time Zone: The time zone where the agent works. Note the corresponding time zone setting on the computer so that the update data is correct.

Personal information
Image change guide: Select Change avatar> Upload photo> Select Save

Change Avatar
Change password: Select Change password> Enter new password> Confirm

Button Change password

Change password
After successfully changing your password, you will be sent back to the login page of Subiz and logged into the account with a new password.
Agents can manage their own password. You can change your password as well as reset password in case you forget it.
Change your password
To change your password, follow the steps below:
- In My profile page, select Change Password
- Enter the current password, new password and retype the new password.
- Click Update to finish
If you forgot your password, you can reset it by following below steps:
- Click on Forgot your password
Log in Subiz's account
- Fill in your email
Fill in your email
- Click Recover Password
- Check your email inbox. In the recover password email, click on button Reset Password
Check your email and select Reset Password
- Enter new password and click on button Recover Password
Enter your new password
- Your password has been changed. Click on Login to login again
Confirm successful password recovery
Last modified 4yr ago