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Adding & Managing Agents

3 min read

Published April 12, 2026

Updated July 2, 2026

How to Add a New Agent

Adding a commission agent captures their contact details, company information, identification documents, and default commission settings.

  1. Go to the Agents page from the sidebar navigation.
  2. Click the 'Add Agent' button in the top right corner.
  3. Enter the agent's Full Name (required).
  4. Enter the Mobile Number using the phone input with country code selector (required). The country code defaults to your shop's country, and a leading 0 you type is dropped automatically so the number stays in international format. Fixmo checks for duplicate phone numbers in real time.
  5. Enter the Nickname (optional), a short name or alias for quick identification.
  6. Enter the Email address (optional). Fixmo checks for duplicate emails as you type.
  7. Enter the Address (optional).
  8. Fill in Company Details if applicable (all optional): Company Name, Website, Company Email, Company Phone, and Company Address.
  9. Upload agent ID documents if needed, NIC, passport, or driving license (max 5 files).
  10. Upload company documents if needed, business registration or tax certificates (max 5 files).
  11. Set the Default Commission Rate (numeric value).
  12. Select the Commission Type: Percentage, Fixed, Per Product, or Per Service.
  13. Click 'Save' to create the agent.

Note

The default commission rate and type are applied automatically when this agent is linked to a sale or repair. You can override these values per transaction at creation time.

How to Edit an Agent

Update any agent's information from their detail page. Duplicate detection also works when editing, excluding the agent's own phone and email.

  1. Click an agent row on the Agents list page to open their detail page.
  2. Click the 'Edit' button in the header.
  3. Update any fields, name, nickname, phone, email, address, company details, documents, or commission settings.
  4. Click 'Save Changes' to apply your updates.

Deactivating an Agent

When an agent is no longer working with your shop, deactivate them instead of deleting to preserve historical records.

  • Deactivation sets the agent's active status to false (soft delete).
  • Deactivated agents cannot be selected when creating new sales or repairs.
  • All existing commission records and payout history are preserved.
  • Only Admins can deactivate agents. Managers cannot perform this action.
  1. Open the agent's detail page by clicking their row in the Agents list.
  2. Click the deactivate option (Admin only).
  3. Confirm the deactivation in the dialog.

Warning

Deactivation does not affect existing commission records or pending payouts. You should settle any outstanding balance before deactivating an agent.

Frequently asked questions

Only two fields are required: Full Name and Mobile Number. The mobile number goes through phone validation with country code selection and duplicate checking. All other fields including nickname, email, address, company details, documents, and commission settings are optional.

Yes. You can upload up to 5 agent ID documents (NIC, passport, driving license) and up to 5 company documents (business registration, tax certificates). These are stored securely and accessible from the agent's detail page.

Yes. Deactivation is a soft delete, the agent's active status is set to false. Deactivated agents cannot be selected for new sales or repairs, but their full commission and payout history is preserved. Only Admins can deactivate agents.

Fixmo checks phone numbers and email addresses in real time as you type. If a match is found with an existing agent, a warning appears below the field. The save button is disabled until the duplicate is resolved.

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