Adding Agents to an Agent Team

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>:
Current Agents

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.