---
title: How to Add and Manage Agents
description: This article explains how to create Agents in the Inventory section of the Control Panel. Agents are used to represent intermediaries or representatives associated with inventory procurement or supply.
---

[Skip to content](https://help.helixbydoctors.com/kb/how-to-add-and-manage-agents#main-content)

English - United States

Show submenu for translations

![](https://help.helixbydoctors.com/hs-fs/hubfs/Helix%20Logo.png?width=250&height=81&name=Helix%20Logo.png)

Open main navigation

Close main navigation

- English - United States
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us)
3. [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory)

December 26, 2025

# How to Add and Manage Agents

## This article explains how to create Agents in the Inventory section of the Control Panel. Agents are used to represent intermediaries or representatives associated with inventory procurement or supply.

### 🧭 What Agents Are Used For

Agents help:

- Track supplier or procurement representatives
- Attribute sourcing or coordination responsibility
- Maintain structured references during inventory operations

---

### 📍 Navigation Path

**Control Panel → Inventory → Agents**

---

### ➕ How to Add an Agent

1. Click **+ Create**
2. Enter the **Agent Name**
3. Click **Submit**

---

### ✅ Verification

- Confirm the agent appears in the list
- Repeat the steps to add more agents as needed

---

### 📝 Notes

- Agents are created centrally and reused wherever applicable
- No financial linkage is configured at the agent level

- [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content)

    - [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration)
    - [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses)
    - [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables)
    - [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting?hsLang=en-us)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us)
- [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content)

    - [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing)
    - [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar)
    - [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances)
    - [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources)
    - [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory)
    - [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings)
    - [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup)
    - [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure)
    - [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings)
    - [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates)
    - [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content)

    - [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar)
    - [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports)
    - [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us)

[![](https://help.helixbydoctors.com/hs-fs/hubfs/Helix%20Logo.png?width=250&height=81&name=Helix%20Logo.png)](http://helixbydoctors.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Optimus FZCO