An agent app lets your agents manage their customers and create orders from their phone. You need one agent app, shared by all your agents. To give an agent access, open the agent in Settings › Sales Channels › B2B agents, click Add System Access in Agent System Access, pick the app in App Access and click Add Access. The agent needs a user first.
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 — Get Your Agent App
You only need one agent app, shared by all your agents. If you already have an agent app from an earlier setup, skip straight to Step 2.
If you don't have an agent app yet, contact the EasyBiz team. We'll set one up for you that uses your agent price lists and order steps.
Step 2 — Grant the Agent Access
Once the app exists, grant each agent access to it from their page:
Click the Settings (gear icon) at the top right, and in the Sales Channels section, click B2B agents.
In the Agents list, click the agent you want to grant access to. Their page opens.
Scroll down to the Agent System Access section and click the Add System Access button.
In the window, 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 page, 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 signs in and uses the app to submit an order.
The workflow: Agent signs in → Taps a customer to start a new order → Completes the order steps → Order submitted → Order appears straight away in your EasyBiz Console.