To add or edit agents associated with an agent team, from the Agent Team Setup window, click the Add/Edit Agent link in the upper-right corner. The Manage Agents window opens.
NOTE: Field names followed by an asterisk (*) are required. Fields that are self-explanatory are not described in the table below. |
Section |
Field |
Description |
Heading |
Agent Team Setup |
Click this link to return to the Agent Team Setup window. |
<Team
Name>: |
Edit |
Click this link to edit the agent team member; the agent's information appears in the Agent Profile section allowing you to make changes. |
Remove |
Click this link to remove the agent from the team |
|
Agent Profile |
Role* |
Select a role for the agent. Choose from Live Agent, Desktop Agent, Power Agent, or Agent Admin. |
Email* |
Enter the agent's email address |
|
Username* |
Automatically entered; same as the email address field; can only be edited/changed by the agent, not an admin. |