Agents
Module: Workers · For: Carrier users · Page address: /carrier-portal/workers/agents
How to get there
Section titled “How to get there”Team → Agents
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Workers module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | No |
| User | No |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| New Agent | Create on Workers | Manage also grants it |
| Export 3 rows to CSV | Export on Workers | Manage also grants it |
What you see
Section titled “What you see”- Agents
Table columns
Section titled “Table columns”Agent · Type · Territory · Contact · Status · Rating · Performance
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
Tab: Last page 1
What you can do
Section titled “What you can do”- New Agent
- Show all agents
- Show active agents
- Filters
- Export 3 rows to CSV
- Refresh agents
- Agent
- Type
- Territory
- Contact
- Status
- Rating
- Performance
- Rows per page — currently 10
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
| Agent type | No | combobox | Any agent type |
When there is nothing to show
Section titled “When there is nothing to show”- “Avg Performance — No performance figures recorded yet Total Revenue — No agent sales recorded yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Empty state
Error state
Loading state
Popover-Guide state
Last updated 2026-10-27