Set Up Agent Team

An agent team is a group of live agents.

To set up an agent team:

1. Click Institutions > Setup Agent Team. The Add/Edit Agent Teams window opens.

2. In the Add Agent Team section, select an institution from the drop-down list. Any existing teams for the institution appear in the Agent Teams section.

3. To add a new agent team, enter a name in the Agent Team Name field and click Add. The new agent team name appears in the Agent Teams section.

4. To edit just the name of an agent team, click the Edit link to the right of the team name.

5. To add or edit information for an agent team, click the agent team name link. The Agent Team Setup 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	Back to Agent Team List	Click this link to return to the Add/Edit Agent Teams window.
Heading	Add/Edit Agent	Click this link to add or edit agent team members (click here for information on how to add/edit team members).
Contact Info	Contact Name*	Main contact's first and last name
	Email	Main contact's email address
	Phone Number*	Main contact's phone number
	Active	Select this check box to make the team active; clear the check box to deactivate the team
	Groups using Agent Team	Select one or more groups who will use this agent team
Preferences	Locked Message Timeout*	Number of minutes (between 2 and 10) to allow a message to remain open on a user's desktop
Preferences	Auto Logout*	Number of minutes (between 10 and 30) a user can remain inactive before being automatically logged out
Connect Live Notification Devices	Edit	Click to edit a notification device.
	Delete	Click to delete the device.
	Add	Click to add a new notification device.