Create Agent Apps — EasyBiz Cloud Help Center

Create Agent Apps

If your agents need to create orders on their own, you can set up a dedicated app for them. The Agent App is a simplified, mobile-friendly portal where agents can manage their customers and submit orders without needing access to your full system. This guide walks you through how to create the app and give your agents access to it.

Agents & B2B B2B Operations Last reviewed 17 July 2026

What is an Agent App?

An Agent App is a dedicated portal for your agents to manage their customers and create orders. It connects the pricing and order procedures you set up earlier into a simple, easy-to-use app that your agents can access from their phone.

Step 1 — Create the Agent App

Mobile apps in EasyBiz are built from app templates and can be fully customized afterwards — every page and setting in the app can be changed later to fit your needs.

If you already have an agent app from an earlier setup, you can skip straight to Step 2 — you only need one agent app, shared by all your agents.

Step 2 — Grant the Agent Access

Once the app exists, grant each agent access to it from their profile:

Click the Settings (gear icon) in the top navigation, scroll to the Sales Channels section, and click B2B Agents .
In the Agents table, click the agent you want to grant access to. Their profile page opens.
Scroll down to the Agent System Access section and click the Add System Access button.
In the dialog, open the App Access dropdown and select your agent app.
Click Add Access . The app now appears in the agent’s Client App list.

Step 3 — Confirm the Assignment

It is always a good idea to double-check that the agent is correctly linked to the app:

On the agent’s profile, the Agent System Access section now lists the app, with the first app marked as Default .
To remove access later, use the ••• menu next to the app and choose Remove access .

See the Full Workflow in Action

Watch this video to see how an agent logs in and uses the app you just created to submit a real-time order.

The workflow: Agent logs in → Taps a customer to start a new order → Completes the order creation flow → Order submitted → Order appears instantly in the Admin Console.