Agent Guide

As an Agent, you bring new clients onto the platform and enroll them into services — you earn a commission on what you onboard. You don't manage cases directly (that's Employee's job) or the service catalog (that's Admin's).

Logging in

Use your agent email and password. You'll land on the Agent Dashboard.

What's in this guide

Chapter	Covers
Dashboard	Your onboarding performance at a glance
Client Onboarding	Onboard a new client and view their details
Services & Enrollment	Browse services and enroll a client, including the payment screen
Payments & Commission	Your earnings, revenue, and enrollment ledger
Communications	Your notifications
Profile & Settings	Your own account

Technical Notes

Same shared login (POST /api/auth/login) as every role. /agent/* routes are gated to allowedRoles={["agent"]}.