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
- Select a project from the project list, then select list.dialogheader.title.
- 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
- Select a project from the project list, then select the teams.caption.label tab.
- 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
- Select a project from the project list, then select list.dialogheader.title.
- 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.
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