Manage Agents
📌 What is the Manage Agents Module?
In HelloMe, agents are businesses or individuals that help process transactions on behalf of HelloMe — for example:
- Sending Agents: Who send or disburse payments.
- Receiving Agents: Who receive or collect payments.
The Manage Agents sub-module lets admins:
- See all agents in one place.
- Filter agents by business name, prefix, country, status, or type.
- View full agent profiles.
- Add new sending or receiving agents.
- Edit agent details.
- Delete agents if needed.
✅ Purpose
Agents expand HelloMe’s reach by:
- Acting as trusted local partners.
- Handling local disbursements.
- Collecting payments.
- Providing local compliance and KYC checks.
📋 Filters
The top filters help admins find agents quickly:
| Filter | Description |
|---|---|
| Business Name | Filter by the agent’s business name. |
| Business Prefix | Filter by the short prefix or code used for the agent. |
| Country | Find agents in a specific country. |
| Status | Show only Active or Inactive agents. |
| Type | Filter by Sending or Receiving agent type. |
Click Apply to search or Reset to clear filters.
📊 Agents Table — What You See
| Field | Description |
|---|---|
| Date | When the agent was added. |
| Name/Prefix | The agent’s business name and short prefix. |
| Country/Currency | The country and currency they handle. |
| Address | The agent’s main address. |
| Contact | Primary contact phone number. |
| Rate/Charges | The agent’s rate category and service charges category. |
| Type | Whether the agent is Sending or Receiving. |
| Risk | The agent’s risk level. |
| Status | Shows if the agent is Active or Inactive. |
| Action | Buttons for Profile and More (Edit/Delete). |
Manage Agent Homepage
✅ What Happens When an Admin Clicks Profile
The Profile view shows:
- A summary at the top with the agent’s avatar, prefix, and business name.
- Address, phone, and email.
- Register date.
- Tabs for:
- Personal Info: Basic business details.
- Documents: Uploaded documents if any.
- KYC/Comments: Compliance notes.
- General Info: Detailed business info like address, categories, time zone, risk level, and app ID.
- Contact Info: Phones, emails, website, fax.
- Contact Person: Main contact’s name, address, phone, and email.
- Settings: Permissions for what the agent can do, e.g.:
- Can create transactions?
- Held new transactions?
- Can exceed limits?
- Can change rates or service charges?
- Can add new deposits?
- SMS/Email notifications enabled?
- Can process card payments?
The admin can use this to verify the agent’s details and permissions.
When user click on profile
✅ What Happens When an Admin Clicks More → Edit
- Opens the Edit Agent form.
- Admin can update General Info, Contact Info, Contact Person, Settings, and upload a new logo.
- All changes help keep agent information accurate and up to date.
🗑️ What Happens When an Admin Clicks More → Delete
- The agent is removed from the list.
- The agent can no longer process transactions through HelloMe.
- This helps manage risk and compliance.
Editing Sending Agent
➕ Add New Sending or Receiving Agent
At the top right, admins can choose:
- Add Sending Agent
- Add Receiving Agent
✅ Add New Sending Agent — Form Fields
Adding new Sending Agent
To add a new sending agent, admins must fill:
| Section | Fields |
|---|---|
| General Info | Business Name, Business Prefix, Address 1, Address 2, City, State/Province, Postcode, Country, Currency, Agent Category, Rate Category, Service Charge Category |
| Contact Info | Work Phone, Mobile Phone, Email, Website, Fax, Time Zone, Risk Level, Logo Image |
| Contact Person | First Name, Last Name, Address 1, Address 2, Phone, Email |
| Settings | Permissions for transactions, deposits, limits, rate/service charge edits, card processing, SMS/Email notifications |
✅ Add New Receiving Agent — Form Fields
The form is very similar to sending agents, with the same sections:
- General Info
- Contact Info
- Contact Person
It ensures all required details are recorded for compliance.
Adding Receiving Agent
✅ Example Use Cases
- Add a new partner in Europe to handle local payouts.
- Edit a sending agent’s service charges category.
- Remove an agent that no longer meets HelloMe’s standards.
- Review permissions to make sure an agent can’t exceed transaction limits.
📌 Key Points
- Sending Agents: Make payouts and disburse funds.
- Receiving Agents: Collect or accept incoming funds.
- Admins can fully control agent details, permissions, and status.
- Proper agent management keeps HelloMe secure, compliant, and efficient.
In summary:
The Manage Agents module keeps HelloMe’s network of sending and receiving partners organised, verified, and easy to update — so the platform can handle local and international transactions reliably.