To add a new agent darwin Cloud, take the following steps: Click the People menu Click the new button to start adding a employee Person Details: Select person type and enter details according to requirements Fill in the first name, last name in the ...
To terminate an employee in darwin Cloud: Click the People menu Click the search button to search an employee you need to terminate Type some portion of the employee name Select Employee from the drop-down list to limit People types in the search ...
When an employee becomes an agent, instead of creating a new record, the existing record can be updated to reflect the new role: Navigate to the employee's profile; Click People menu Click search to locate the employee profile Click Agent basics ...
To search for an agent in darwin Cloud: Click the People button at the top of the screen Click the search button Type some portion of the agent name Select Agent from the drop-down list to limit People types in the search results Click search Click ...
In cases where the same vendor has been entered in darwin multiple times, there is a function that allows users to merge profiles with the same name. (Note, this tool cannot be used for people of type Employee or Agent) Users that will use this ...