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Agent accounts

After you log in to Agent Setup interface, the first screen that you'll see is the Users screen. If your contact center already has agents assigned to it, you see a list of configured agents. In a fresh installation, you might see an empty list. Regardless, as part of your regular maintenance on your contact center, you need to add agents.

What you see in the Agent Setup interface is determined by your account's permission settings. You can only see agents, users, and objects that you are permitted access to.

Umgr agent list.png

Note the following options that you can use to locate specific agents on the list:

  • Roles—Use this drop-down list box to filter the list to display only agents that are assigned a specific role.
  • Skills—Use this drop-down list box to filter the list to display only agents that are assigned a specific skill.
  • Search by Name—Use this field to type an agent name, or part of an agent's name, to filter the list to display only agents that match your search words.
  • Page navigation—To scroll through the list pages, use the back and next narrow next to the page number at the bottom of the page.
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