Assigning Agents to a Project

You can assign teams or individual agents to a project.

Table of Contents

• To Assign an Agent to a Project
• To Assign a Team to a Project
• To Remove an Agent from a Project
• To Assign an Agent to a Queue
• To Log In Agents Automatically

To Assign an Agent to a Project

1. Select a project from the project list, then select list.dialogheader.title.
2. Double-click or drag and drop an agent from the list.dialogheader.title pane to the selected.dialogheader.title pane.

To Assign a Team to a Project

1. Select a project from the project list, then select the teams.caption.label tab.
2. Double-click or drag and drop a team from the teams_list.dialogheader.title pane to the teams_selected.dialogheader.title pane.

To Remove an Agent from a Project

1. Select a project from the project list, then select list.dialogheader.title.
2. Double-click or drag and drop an agent from the selected.dialogheader.title pane to the list.dialogheader.title pane.

Warning: After removing an agent from a project, all of the agent’s callbacks are redistributed among other agents in the project.

To Assign an Agent to a Queue

• Read about queue assignment in the Assigning Agents to a Queue section.

To Log In Agents Automatically

• Read about auto project login in the Auto Project Login section.