Step-by-step guide

1. Access customer's Setup
2. Navigate to Staff through the subsystem and click on the Add icon or New Agent 
   
3. After clicking the Add icon, fill in/check the agent info based on the customer's request
    
4. Scroll to the bottom to continue the agent portion
   If the agent is a regular agent then select their BP and move to the Select
   if the agent is a supervisor then select Supervised BP and move it to Selected
   (agent can also be both Agent and Supervisor)
   
5. Once complete click OK and deploy
6. After deploying the agent's name will be configured
7. Click on the agent account name and copy their name
8. The last step would be to activate the agent