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🕵️How do I add an agent to a port call?

Agents can be assigned directly to a port call in the Schedule section. You can select an existing agent from the agent list or create a new one if required.

Step-by-step

  1. Open the Schedule section
    Go to Schedule and select the port call to which you want to add an appointed agent.Alternatively, add the agent directly in a new port call that you are entering.
  2. Click “+ Add Agent”
    Open the selected port call and click + Add Agent.
  3. Select the agent role
    Choose the role of the agent you want to add. The following agent types are available:
    • Chartering Agent
    • Crewing Agent
    • Purchasing Agent
    • Owner's Agent
    Multiple agents can be assigned to the same port call.
  4. Select or create an agent
    Choose an existing agent from the list and click Add selected agent. If the required agent is not yet available, select the option to add a new agent.
  5. Enter the agent details
    When creating a new agent, enter the available contact information, such as:
    • Company
    • Contact person
    • Phone number
    • Mobile number
    • Email address
    • Supplier address
    • ZIP code
    • City/Place
    • Country
  6. Save the agent
    Click Save. The newly created agent can then be assigned to the respective port call.