5. Common Problem Solving

5.1 Agent-related Problems


Problem 1: Unable to add an agent

**Possible Cause**:

- The agent name already exists

- Required fields are not filled in

- Incorrect agent relationship settings


**Solution**:

- Check if the agent name is repeated

- Make sure all required fields are filled in

- Verify if the agent relationship complies with the hierarchy rules


Problem 2: Unable to delete an agent

**Possible Cause**:

- The agent has subordinate agents

- The agent has associated users

- The agent has fund records


**Solution**:

- Delete or transfer subordinate agents first

- Process associated users first

- Process fund records first