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      Master/Sub Agent Setup for GraspAGENT

      GraspAGENT supports master/sub agent relationships from the back office using an Agent group code.

      Please follow the example below and repeat for each master/sub agent setup needed.

      TRAMS example. 

      Example - we have the following 3 agents in TRAMS:

      Picture35

      In this example, aaa master is the master agent and aaa subagent and aaa subagent 2 are the two subagents underneath aaa master.  Note the master agent’s interface id, in this case, is BB.
      • Highlight one of the subagent profiles and click the 'View' button, in this case we will use aaa subagent.
      • Under the 'Groups' tab, create a new agent group that references the master agent - the group code should be MASTER:<interface id of the master agent>. There should be NO SPACES and it should be in UPPERCASE. In our example, BB is the master agent interface ID, so we use MASTER:BB.

      Picture36

      • Click OK and proceed to the next subagent and do the same steps as above.  Assign MASTER:BB group code to aaa subagent 2.

      The nightly sync will refresh the data to include this new master/sub relationship (activity, open and interim data).   New Finalized statement periods you post/synced will also include this relationship.

      If you need to update previously posted Finalized periods, you will need to manually purge and re-post/synchronize each Finalized period (this is optional and typically only needed if periods were mistakenly posted without this master/sub relationship in your back office).