Creating Subagents

You can create a subagent to act on the agent’s behalf and use the payment instrument of the agent.

Prerequisites
At least one agent created.
Task
  1. Click Manage Agents and select Find Agent.
  2. Enter the search criteria and click Search.
  3. Select an agent that has the Merchant role.
  4. In the left pane, click Create Sub Agent.
  5. Enter the required personal information.
  6. Choose the Role ID:
    • Merchant — can create other agents and dealers. This type of role is created with an SVA, and offers services such as registration, cash-in and cash-out transactions, and airtime top-up.
    • Merchant Agent — can act only on behalf of the merchant. This type of role does not have an SVA, cannot create subagents, and are neither payers nor payees for a transaction.
    • Merchant Dealer — can create only merchant agents and subagents. This type of role does not have an SVA, but can use the SVA of the merchant. Daily and monthly limits can be applied to a merchant dealer role and commissions can be calculated for them.
  7. (Merchant only) Set a balance configuration:
    1. Click Add a Balance Alert.
    2. Enter the required information for the balance alert.
    3. Click Save.
  8. Enter the login data.
  9. Click Create.
  10. Add the roles to grant to the subagent.
  11. Add the privileges to grant to the subagent.
  12. In the left pane, click Commission Management.
  13. Enter the required information.
  14. Click Save.
Parent topic: Agents