Agent Accounts
The purpose of this documentation is to provide assistance in the use of the DirectEnrol College creation of Agent Accounts.
Index
Display all Agents - Search
The College can enter any number of agents.
Opening the DirectEnrol Client version 1.6.3
Selecting Agent Enquiry on the Main screen you see:
To display the agents already entered without filtering, press Search.
These are the name of the agent companies. You can give several agent employees within the same company access, do not provide a single user access that is shared, as each login logs out any other user.
Agent Details
To display the Agent details highlight the agent company and double click that highlighted company in the grid. The following agent details screen is displayed:
Agent Employees
To display and specify the agent employees, press the employees button.
Agent Employee details
To display the agent employee details, highlight the employee, and double click.
Agent Employee login details - Security
To display the agent employee login details, press the Security button.
To enable a agent to login to the College DirectEnrol website, you must enter an email address preceeded by your College code. For example for the demonstration DirectEnrol website, the College code is EIT. I have entered the email address john@ebecas.com as the user name, so the entry for Fred Bloggs who is an employee of Demo Agency for Equator College, the College code is EIT. The entry for access must therefore be entered as EIT_john@ebecas.com (note capitals must be used for the College code). Please also enter the password.
The agent employee will be able to access your College DirectEnrol for Agents using the user name john@ebecas.com and the password.