---
title: "Adding Agents to the System"
description: "Three Flexible Ways to Onboard Agents, Individually, in Bulk, or Through a Shareable Enrollment Form"
url: https://support.agentcis.com/en/articles/430-adding-agents-to-the-system
collection: "Agent Portal"
updated: 2026-04-26
language: en
---

# Adding Agents to the System

Three Flexible Ways to Onboard Agents, Individually, in Bulk, or Through a Shareable Enrollment Form

### How to Add Agents to the System

Agents can be added to the system using any of the following methods:

**Method 1: Add Individually**

Add agents one at a time directly into the system.

For detailed instructions, please refer to the following article:

[https://support.agentcis.com/en/articles/273-adding-agents](https://support.agentcis.com/en/articles/273-adding-agents.md)

**Method 2: Bulk Import**

Upload multiple agents simultaneously using the bulk import process.

For detailed instructions, please refer to the following article:

[https://support.agentcis.com/en/articles/270-bulk-import-of-agents](https://support.agentcis.com/en/articles/270-bulk-import-of-agents.md)

**Method 3: Via Form (QR Code, URL, or Embedded Code)**

Collect agent details by sharing a form through a QR code, URL, or embedded code on your website.

Step 1: Navigate to Agent from the blue navigation bar.

![](https://staticfiles.gleap.io/ghelparticle/EpuMi4uXbaMo5kBWjNAXTv5OJf3LMEno5SrijTyoNdfv6eWDuRQdANSr1wNGbJF43wwK2kNxUuQ.png)

Step 2: Click on Portal Settings.

![](https://staticfiles.gleap.io/ghelparticle/udvz7G0ntbOlNAOATuTWnJl71YCKm2dBpPUjOM7OzxvKuR4iR9Q8hz2rz7vIIy7qiyrlinFdeeU.png)

Step 3: Select Agent Enrollment.

![](https://staticfiles.gleap.io/ghelparticle/PIZAg6XRrHm8IzNeg5uDuMHrb40XLx45GbaJBhVoKevIa8yPNgrQxtYioVx8ouodd8CMY5pWs6g.png)

Step 4: Choose one of the following options to share the form:

![](https://staticfiles.gleap.io/ghelparticle/Oxn7ek5ErV7IAf193k9YYj1u7l0FxQUsklPAf1otHDQWVS0MiIS07xGukURFQc9qDCY8UbeTWjo.png)

-   URL: Copy the URL and share it directly with the agent.
    
-   Embedded Code: Copy the embedded code and place it on your website.
    
-   QR Code: Download the QR code and share it with the agent for scanning and form completion.
    

_Note: You can preview the form that will be sent to agents. Please be aware that the form is not customizable._