Agent Management - NovaROC

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Agent Management


The Agent Management function allows the user to assign another client as an Agent on their behalf and to grant a granular set of permissions as required.

Getting Started

Input NovaROC client ID

The page provides the user an input field for the NovaROC ID for which need to display the agents. Click Next


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Client and Agent Information

This page presents the NovaROC ID of the client who is logged in by default. This page displays client and agents information. Initially, user/client will not have any clients or agents. Client can also be both client and agent.


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Add New Agent

  To add new agent click on add new agent button addNew Agent


  Input NovaROC Client Id of the Agent you want to have act on your behalf in input box and click Next


  Select Permissions: User can select all permissions by selection Select All checkbox removeAll to remove all permissions select remove all checkboxselectAll. User can select specific permissions. After selection of permissions click Next to navigate to Confirmation page


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Edit agent permissions


User can edit the permissions of agent by clicking on editl button. Edit permissions and click next to navigate to Confirmation page.


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Remove agent


User can remove an agent who acts on their behalf by selecting remove button. NovaROC will ask for confirmation of action. Click next to navigate to Confirmation page.


Conformation


This page displays the event confirmation details.




See also

Appeal
Change Password
Client Documents
Client Portfolio
Client Profile
Payment History
Registration of Documents