Assigning / Removing an Agent's Login ID

You can assign a login ID to your agents or you can remove a login ID from your agents.

Assigning a Login ID to an Agent

List Pane

To use the list pane to assign a Login ID to an Agent:

  1. Select the appropriate Login ID on the list pane.

  2. Click the list pane Actions button and select Selected > Assign To Agent.

  3. In the Select Agent window, highlight the appropriate Agent and click OK. For further information, see Select Agent Window below.

Details Pane

To use the details pane to assign a Login ID to an Agent:

  1. Select the appropriate Login ID on the list pane.

  2. If the details pane is not visible, display it by clicking the List and Details button in the lower-right portion of the Supervisor Work Area.

  3. On the details pane, click the Properties tab.

  4. Click Browse.

  5. In the Select Agent window, highlight the appropriate Agent and click OK. For further information, see Select Agent Window below.

  6. In the Wrap-Up Time box enter an appropriate value.

  7. Click Save to apply your changes.

Select Agent Window

Use the Select Agent window to complete an action that requires you to select an existing Agent.

 

Filter box

Use the Filter box, in conjunction with the Filter button, to filter the list of Agents. For example, to display only the Agents that start with the text Bill, enter Bill in the Filter box, and then click Filter.

Filter button

Click to apply the filter. For further information, see the description of the Filter box above.

Slice controls

Enable you to navigate between the slices. If the Available Agents table contains more than 100 Agents, it is broken into slices, each containing no more than 100 Agents. The following controls:

  • First Slice Button (|<<)—Click to display the first slice in the complete list.

  • Previous Slice Button (<<)—Click to display the previous slice in the complete list.

  • Position Indicator—Displays the index of the first and last entries in the slice, and the size of the complete list.

  • Next Slice Button (>>)—Click to display the next slice in the complete list.

  • Last Slice Button (>>|)—Click to display the last slice in the complete list.

Available Agents table

Lists the Agents that can be selected.

OK button

Click to select an Agent and close the window.

Cancel button

Click to close the window without selecting an Agent.

Removing a Login ID from an Agent

List Pane

To use the list pane to remove a Login ID from an Agent:

  1. Select the appropriate Login ID on the list pane.

  2. Click the list pane Actions button and select Selected > Remove From Agent.

Details Pane

To use the details pane to remove a Login ID from an Agent:

  1. Select the appropriate Login ID on the list pane.

  2. If the details pane is not visible, display it by clicking the List and Details button in the lower-right portion of the Supervisor Work Area.

  3. On the details pane, click the Properties tab.

  4. Clear the User Name box.

  5. Click Save to apply your changes.