How to add and manage team agents in AvenPing ​

Team agents are extra logins that work in your AvenPing inbox and other allowed areas. Settings → Manage Agents appears only for TEAM or OWNER accounts. Click Add Agent, pick an Access preset, then use Manage agent or Configure access.

Prerequisites ​

Step-by-step ​

  1. Open Manage Agents
    Sign in at app.avenping.com. Open Settings. Under AGENTS, click Manage Agents. If you see Team account required, switch to Organisation (Team) first.

  2. Add Agent
    Click Add Agent. In Add New Agent, enter Name and Email. Under Access preset, choose Support, Sales, or Supervisor. Click Create Agent. AvenPing emails credentials to the agent.

  3. Review the agents table
    Columns include Name, Email, Platforms, Status (Active or Disabled), Created At, and Last Updated. Search with Search agents by name or email.... Use Agents Multi-Assign when you want contacts assignable to more than one agent.

  4. Manage agent (profile, platforms, security)
    Open the row menu and choose Manage agent. Update Name and Email. Toggle Agent enabled and Contact masking. Under Platforms, use All platforms or assign specific lines. Optionally set a new password (minimum 8 characters). Click save when the button is enabled.

  5. Configure access or Delete
    Choose Configure access to edit permissions. See How to set agent permissions and line access. Choose Delete and confirm; deletion cannot be undone.

TIP

Presets are starting points. Fine-tune later with Configure access. Support is inbox-focused, Sales adds CRM and outbound, Supervisor is the broadest preset.

FAQ ​

Why don’t I see Manage Agents?

The AGENTS section is shown only when accountType is TEAM or OWNER. Single accounts see Team account required.

What does Agents Multi-Assign do?

When enabled, a contact can be assigned to more than one agent. When disabled, each contact is limited to a single assigned agent.

How does the agent sign in?

AvenPing emails credentials after Create Agent. The agent signs in with that email. You can reset the password later in Manage agent.