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Subagency Account

Subagent is an entity to which the Agent grants the ability to operate under the Agency’s data, fully or partially delegating certain functions.

Picture 1. Create a Subagency

Subagency Creation

In the «Agency» tab, it is possible to create a Subagency. To do so, click on the «Create Subagency» button (Picture 1).

Picture 2. Subagency Creation

There are several ways to fill out the subagency form (Picture 2):

  1. The Agent may enter the code of an existing Agency - in this case, the form will display the data of the current Agency.

  2. The Agent may enter the code of an existing Subagent (the code is displayed in the form in the Subagent's Personal Account) - in this case, the form will display the data of the current Subagent.

  3. The Agent may leave the «Agency Code» field empty - then it is necessary to fill in the Subagency data manually. In this case, a new Subagent will be created in the MixVel system, which will be assigned a Subagent code.

The following fields are mandatory for filling out the Subagent form: «Full Agency» and contact «Email».

Picture 3. List of subagencies

Once all the required data of the form is filled in, the «Add» button (Picture 2) becomes active. When clicked, a Subagency will be created, which will then be displayed in the «Subagencies» subsection of the «Agency» section (Picture 3).

The number next to the «Subagencies» subsection displays the number of Sub-agencies created by the Agency.

Picture 4. Add a subagency

After the «Subagencies» subsection appears, a new Subagency can be added in two ways:

  1. Through the «Agency» section (Picture 1).

  2. Through the «Subagencies» subsection using the «Add subagency» button (Picture 4).

Creation of a «Sales Network»

Picture 5. Sub-agent sales network

The creation of a sales network («Structure Units», «Applications/URL», «Employees», «Details») for a Subagent is similar to the creation of an Agent’s sales network, but through the «Sales Network» subsection of the «Subagencies» subsection.

Picture 6. Creating a Sales Point

To create a point of sale, go to the «Structure Units» tab on the «Sales network» page and click the «Add Sales Point» button, fill out the form and click the «Add Sales Point» button again.

Picture 7. Selecting a Subagency

To specify which Subagent the point of sale is assigned to, select the Subagent from the drop-down list in the «Subagency» field (Picture 7). After filling in all the data, the «Add Sales Point» button will be available.

Picture 8. Create an application/URL

When creating an Application, you should also select from the drop-down list in the «Subagency» field which Subagent the Application is assigned to.

After creating the Application and the Credential for this Application, the login and password used for authentication in the MixVel API will be sent to the email specified in the description of the Subagent. For security reasons, the Subagent’s login and password are not visible to the Agent in the «Application page» (Picture 9). The login and password can be viewed and/or changed in the Subagent's Personal Account.

Picture 9. Detailed information about the created application

Picture 10. Creating an Employee

On the «Sales Network» page, to create an employee (cashier), you need to click the «Add Employee» button (Picture 10) on the Employees tab, fill out the form and click the «Add» button. To specify which Subagent the Employee is created for, you need to select the Subagent from the drop-down list in the «Subagency» field.

Picture 11. Creating a Detail

On the «Sales Network» page, to create details, click the «Add Details» button on the «Details» tab, fill out the form and click the second «Add Details» button (Picture 11). The fields to fill out in the form will vary depending on the selected session (TCH/Direct) and the method of operation (Cashier/Application). To specify which Subagent is assigned the credentials, select the Subagent from the drop-down list in the «Subagency» field.

Work in Boss personal account from the Subagent's side

After the creation of the Subagency (Picture 2), an informational letter will be sent to the email address specified at the establishment of the Subagent. You need to click on the link in the email and set the password for the Subagency's personal account (Picture 11).

Picture 12. Creating a password

Picture 13. Confirmation of registration

After setting the password, a confirmation email will be sent to your email address (Picture 13).

Picture 14. Subagency Profile

The sections «MixVel BOSS», «Subagency», «Agents», and «Accesses» are available to the subagent.

The «Subagency» section (Picture 14) displays the completed Profile that the Agent entered when creating the Subagency.

The «Agency Code» field will display the Subagent code assigned to it by MixVel. Using this code, any other Agent will be able to add a Subagent to their personal account.

The Subagent cannot edit his Profile.

A subagent can optionally become an Agent (Picture 15). In this case, the Subagent will need to fill out a Profile, which will then be confirmed by the MixVel Platform.

Picture 15. Become an Agent

After confirming the Profile, the Subagent becomes an Agent. In the Boss Online Account, it becomes possible to switch between Agent and Subagent mode (Picture 16).

Picture 16. Switching the operating mode

The full Agent functionality is available in the «Agency» mode. In the «Subagency» mode, the simplified functionality of working with the Boss personal account is available.

Picture 17. The «Agents» section

The «Agencies» section displays a list of all Agencies that have included this Subagency in their network (Picture 17).

The same Subagent can be added to multiple Agencies.

The «Accesses» section displays the sections «Structure units», «Applications/URLs», «Employees», «Details», as well as information about the Subagent (Picture 18).

Picture 18. The «Accesses» section

If the Subagent is part of several Agencies networks, then the sections «Structure units», «Applications/URLs», «Employees», «Details» will display all the accesses created for this subagent from different Agents (Picture 19).

Picture 19. Access from different Agencies

The subagent does not have the opportunity to independently enter information in the «Access» section in the «Structure units», «Applications/URL», «Employees», «Details» tabs. It is also not possible to edit the «Structure units», «Applications/URL», «Employees», «Details» sections created by the Agent.

The subagent can only view the login from the Application created by the Agent, as well as reset the password if necessary (Picture 20).

Picture 20. Application Page