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Managing Avo Agent in Avo Assure

Use the Manage Agents page under Admin to manage registered Avo Agents. You can change the Agent status, edit the Avo Client count, and delete agents. The Manage Agents page allows you to manage the registered agents in Avo Assure. You can perform the following tasks:

  • Edit the Avo Client Count.

  • Change the Agent Status.

  • Delete an Agent.

Editing Avo Client Count

To change the number of clients assigned to an agent, perform the following actions:

  1. On the Home page, select Admin.

  2. Select Agent Management. The Agent Management page opens.

  3. On the Manage Agents section, select the required agent.

  4. Under the Avo Client Count column, use the spin box to set the client count.

  5. Select Save to apply the changes.

Changing Agent Status

To activate or deactivate an agent, perform the following actions:

  1. On the Home page, select Admin.

  2. Select Agent Management. The Agent Management page opens.

  3. On the Manage Agents page, select Admin.

  4. Under the Status column, select the toggle button to change the agent’s status.

  5. Select Save to apply the changes.

Note: The status indicator next to the agent's name identifies the current status.

  • A green indicator indicates that the agent is Active.

  • A gray indicator indicates that the agent is Inactive.

Deleting Agent

To delete an agent, perform the following actions:

  1. On the Home page, select Admin.

  2. Select Agent Management. The Agent Management page opens.

  3. On the Manage Agents page, select Admin.

  4. Under the Action column, select Delete to delete the agent.

  5. Select Save to apply the changes.

Note: Deleting an agent removes it from the Manage Agents page. If you want to use the agent again, reinstall and register the agent.

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