{"id":2086,"date":"2024-05-14T12:07:33","date_gmt":"2024-05-14T15:07:33","guid":{"rendered":"https:\/\/bc.themis.app.br\/?p=2086"},"modified":"2024-05-14T12:12:49","modified_gmt":"2024-05-14T15:12:49","slug":"criacao-e-edicao-de-agentes","status":"publish","type":"post","link":"https:\/\/bc.themis.app.br\/en\/criacao-e-edicao-de-agentes\/","title":{"rendered":"Creating and Editing Agents"},"content":{"rendered":"<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><strong>Menu \u2192 Basic Records \u2192 Agents<\/strong><\/p>\n\n\n\n<p>In this article, you will have access to information on:<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#criar-agente\">Agent Registration<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#editar-agente\">Agent Editing<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#excluir-agente\">Delete Agents<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#exportar-lista-agentes\">Exporting Agent List<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p>To consult <strong>edit, and export the list of Agents on the platform<\/strong> on the platform, access the <strong>Agents <\/strong>in menu <strong>Database Registration<\/strong>.<\/p>\n\n\n\n<p>Agents are a type of profile for users who act as intermediaries in the license and licensing negotiation process. This profile grants access to information that supports negotiations between the licensor and the contractor.<\/p>\n\n\n\n<p>When you access the page, you will see the list of registered Agents:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"538\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1.jpg\" alt=\"\" class=\"wp-image-2090\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1.jpg 1546w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1-300x134.jpg 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1-1024x458.jpg 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1-768x343.jpg 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1-1536x687.jpg 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-1-18x8.jpg 18w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"criar-agente\"><strong>Creating an Agent<\/strong><\/h2>\n\n\n\n<p><strong>1.<\/strong> To create an Agent, click on the \"New\" button located at the bottom right of the page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1075\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2.png\" alt=\"\" class=\"wp-image-2091\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2.png 1737w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2-300x134.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2-1024x456.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2-768x342.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2-1536x684.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes-2-18x8.png 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>2. <\/strong>Enter the name of the Agent and click \"Add\":<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1105\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3.png\" alt=\"\" class=\"wp-image-2092\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3.png 1843w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3-300x131.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3-1024x446.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3-768x334.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3-1536x668.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes3-18x8.png 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"editar-agente\"><strong>Editing an Agent<\/strong><\/h2>\n\n\n\n<p><strong>1. <\/strong>Double-click on the Agent's name to open the editing screen or select the Agent and click \"Open\":<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1076\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4.png\" alt=\"\" class=\"wp-image-2093\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4.png 1730w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4-300x138.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4-1024x472.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4-768x354.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4-1536x708.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes4-18x8.png 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>2. <\/strong>On the Agent screen, you will see two fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Code:<\/strong> Automatically filled by the system and cannot be edited.<\/li>\n\n\n\n<li><strong>Name: <\/strong>The name of the Agent, which can be edited.<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\" style=\"list-style-type:lower-alpha\"><\/ol>\n\n\n\n<p>After editing the Agent's name, click on the disk icon to save the change:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1040\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5.png\" alt=\"\" class=\"wp-image-2094\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5.png 1728w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5-300x111.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5-1024x377.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5-768x283.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5-1536x566.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agentes5-18x7.png 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"excluir-agente\"><strong>Deleting an Agent<\/strong><\/h2>\n\n\n\n<p><strong>1.<\/strong> To delete an Agent, select the Agent and click on the \"Delete\" button:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1076\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6.png\" alt=\"\" class=\"wp-image-2095\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6.png 1730w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6-300x138.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6-1024x472.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6-768x354.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6-1536x709.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agetnes6-18x8.png 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>2. <\/strong>Then confirm the deletion in the pop-up that will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1072\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1.jpg\" alt=\"\" class=\"wp-image-2096\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1.jpg 1567w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1-300x142.jpg 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1-1024x485.jpg 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1-768x364.jpg 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1-1536x727.jpg 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente-4-1-18x9.jpg 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"exportar-lista-agentes\"><strong>Exporting the Agent List \u2013 Excel<\/strong><\/h2>\n\n\n\n<p>To export the Agent list in Excel format, go to the Agents home page and click on the Excel icon in the top left corner of the screen. The download will start automatically:<a id=\"_msocom_3\"><\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1080\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8.png\" alt=\"\" class=\"wp-image-2097\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8.png 1732w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8-300x139.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8-1024x474.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8-768x356.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8-1536x711.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/11\/Agente8-18x8.png 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><em>Didn't find what you were looking for? Use key terms in the search fields and check out our FAQ. If you still can't solve your problem, contact our customer service team.<\/em><a id=\"_msocom_1\"><\/a><\/p>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Menu \u2192 Cadastros Bases \u2192 Agentes Neste artigo, voc\u00ea ter\u00e1 acesso as informa\u00e7\u00f5es de: Para realizar o cadastro, edi\u00e7\u00e3o e [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[133,131],"tags":[145,144,146],"class_list":["post-2086","post","type-post","status-publish","format-standard","hentry","category-agentes","category-cadastros-bases","tag-criar-agente","tag-edicao-de-agentes","tag-exportar-lista-de-agentes"],"_links":{"self":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts\/2086","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/comments?post=2086"}],"version-history":[{"count":2,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts\/2086\/revisions"}],"predecessor-version":[{"id":2102,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts\/2086\/revisions\/2102"}],"wp:attachment":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/media?parent=2086"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/categories?post=2086"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/tags?post=2086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}