Agent and Branch Service Allocation
This document provides an overview of the allocation of services and balances to agents and branches within your organization. The following structure enables efficient control over service access, balance management, and operational control per branch or service provider.
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Each agent is designated as a service provider representative, with access limited to the specific services assigned to them. This controlled access enhances security and accountability by restricting agents to their designated services. It also allows for clear tracking of agent activities related to each service and enables the customization of agent permissions according to the specific requirements of each service.
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Agents and branches operate with service balances configured in two main ways. They can be assigned specific balances for independent operation, supporting decentralized branches or agents needing self-sustaining funds. Alternatively, if not given a separate allocation, they can access the main organization’s central balance for streamlined fund management.
Services and balance configurations are customizable per branch or service provider for tailored setups. Service assignments and balance allocations adapt to organizational, branch, or provider needs, based on activity or demand. Each branch can operate with its own balance or access the parent organization’s pool.
