Edit/Block/Delete Agent on Tookan

Edit/Block/Delete Agent on Tookan

Steps are as follows :

Edit Agent

Steps to Edit an Agent

  •  Click on the three dots icon in the Action column and click on edit.
  •  Click on ‘Update’ to save the changes.

BLOCK AN AGENT

Steps to Block an Agent

  •  Click on the three dots icon in the Action column and click on Block.
  •  Click on ‘Confirm’ to complete the action.

DELETE AN AGENT

Steps to Delete an Agent

  •  Click on the three dots icon in the Action column and click on Delete.
  •  Click on Confirm to complete the action.

ADD AGENT

Edit/Block/Delete Agent on Tookan


To Import Agents manually you can do so by clicking add agent or by importing CSV file in which you can add their details under the given templates. Sample file download is also available from where you can download the CSV file and edit it.

Steps to Import an Agent:

Click on the top left menu icon on the Dashboard and then select Agents.

On the top right corner, next to the add agent there is an open square symbol denoting import agent where you can add CSV file after adding agents manually in the CSV file.

EXPORT AGENT

Steps to Export An Agent:

Select Agents from the Menu.
On the top right corner, next to the add agents there is an open square symbol de
noting export agents where you can add CSV file after adding agents manually in the CSV file.

MULTIPLE AGENTS

Multiple agents can be added to a task. This can be done by mentioning the number of agents in the ‘assignment tab’ of new task window or manually multi-select agents.

FILTER

This is used when you want to see only some of the details of Agents, for example, only name and id.

For any other queries related to Tookan please refer to Tookan Helpdesk.

Was this article helpful?

Related Articles

Leave A Comment?