Add an agent or a client

Register another agent, or another customer whose traffic you keep separate.

Use this when a new customer starts, or when a client needs a second agent.

The first agent comes with the connection

On the connect form, choose the Client, type a name under Agent, then press Connect. One press creates all three, and records which agent the connection feeds.

Every agent after that

A second agent is safe because each connection names the agent it feeds. One that names none scores nothing under a client with two agents. What a connection carries

1. 1

   Open Setup in the left rail, then Agents.

   

2. 2

   Press Add an agent.

3. 3

   Fill in Name, and Which client it belongs to.

   An agent under no client is scored for the whole workspace, not for a customer.

4. 4

   Choose Which rules score it.

   Nothing scores it until a set of rules reaches it, and the panel says so.

5. 5

   Press Add the agent.

Another customer

1. 1

   Open Setup, then Clients, then Add a client.

2. 2

   Fill in Their name, and Your reference for them.

   The reference is optional, and it is how your own systems name them.

3. 3

   Fill in Who at the client should see it.

   That is who a client report goes to, and it starts Unconfirmed.

4. 4

   Press Add the client, then give them a connection.

   Where the data comes from, then Integrations, then Connect a platform.

Reading it right

• The client is the boundary. What a read-only seat sees, and an audit report's scope, both follow it.
• A connection scoped to Every client asks for no agent, and nothing under it is scored. Give each client its own.
• Give the new agent a set of rules next, under What we check in the left rail.