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Agent Users

Manage Agent Users

📌 What is the Manage Agent Users Module?​

In HelloMe, the Manage Agent Users sub-module lets admins create, view, and manage individual user accounts for each Agent and Agent Branch.

An Agent User is a staff member or operator under an agent or branch who needs login access to carry out tasks like:

  • Managing transactions,
  • Handling customer KYC,
  • Monitoring payouts,
  • Running agent-side operations.

✅ Purpose​

This module helps HelloMe:

  • Control who works under each agent or branch.
  • Assign clear roles and permissions to each user.
  • Track user-specific actions for security and compliance.
  • Update user access or security settings when needed.

📋 How it Works​

✅ Home Page​

The main page shows a list of all Agent Users with:

  • Name
  • User Name
  • Email
  • Linked Agent & Branch
  • Role (Sending or Receiving)
  • Type
  • Status (Active/Inactive)
  • Actions: Profile, More (Edit, Delete, Change Pin Code, Change Password)

✅ Filters​

Filter by:

  • User Name
  • Role
  • Country
  • Agent
  • Agent Branch
  • Status

This makes it easy to find and manage specific users quickly.

➡️ Actions​

Each user row has:

  • Profile: Opens a detailed view of the user’s personal and account info.
  • More: Shows options to:
    • Edit User: Update user details like name, role, contact info.
    • Delete: Remove the user account.
    • Change Pin Code: Reset or update the user’s transaction PIN.
    • Change Password: Reset or update the user’s login password.

👤 User Profile Details​

The Profile page shows:

  • Full Name
  • Agent Role ID
  • Phone, Email
  • Register Date
  • Agent & Branch
  • Address & Contact Info
  • Account Info:
    • User Name
    • Agent Role
    • Is IP Check Enabled
    • Is Authenticator Enabled
    • Password & Pin Code change timestamps
    • Time Zone
    • Status

This provides admins with full visibility into who the user is, where they operate, and how they are configured.

➕ Adding a New Agent User​

Click Add User (top right) to create a new agent user.

You’ll fill in:

  • Personal Info: Name, Phone, Email, Address.
  • Account Info: User Name, Agent, Branch, Role, Time Zone.
  • Security Settings: Enable IP check, 2FA, assign passwords & PINs.
  • Status: Active or inactive.

🔗 How It Connects to Other Modules​

Related ModuleHow It Works Together
Manage AgentsEvery agent user must belong to an existing agent.
Manage BranchesOptionally, users can be tied to specific agent branches.
Manage TenantsThe tenant sets the secure workspace in which the agent user operates.
Roles & PermissionsThe user’s role defines what they can do: send money, receive money, handle KYC, etc.

✅ Example Use Case​

Example:

  • Seun Spartacus is an Agent User under Josh Agent Ltd.
  • His user role is Sending, so she can process outbound transactions for customers.
  • He’s linked to the Lagos Branch of Josh Agent Ltd.
  • If her password or PIN needs to change, an admin can update it directly under Manage Agent Users.

📌 Key Takeaways​

  • Agent Users are real people working under agents or branches.
  • This module keeps their info, roles, and security settings up-to-date.
  • It’s fully connected to Agents, Branches, and Tenants for a secure, flexible setup.
  • Makes onboarding, updating, and offboarding agent staff easy and trackable.

In summary:
The Manage Agent Users module helps HelloMe stay organised and secure by managing who operates under each agent, what they can do, and how they access the system — with clear roles, permissions, and security settings.