How to add a new Agent to the Support Call Center

How to add a new Agent to the Support Call Center

How to add a new Agent to the Support Call Center

Objectives

Adding support team member to call center.

Prerequisites

Admin Access to Phone System

Instructions

1. Log into Phone Portal with Admin Access.

2. Select the "Users" option under the Profile (default) menu.

3. Click Search

4. Find desired employee phone line, and click Edit.

5. Select Assign Services under "Profile" Menu.

6. Under "Available Services", move "Call Center - Premium" to the "User Services". Click OK.

7.  Select "Assign Call Centers" under "Profile" Menu.

8. Move the available call center to "Assigned Call Centers" and click OK.

9. Select the "Call Control" menu.

10. Select the "Call Centers" option.

11. At the very bottom of the page above the OK button, check mark the box "Join Call Center". Click OK.

12. Go back to the Main Group page (clicking Group in the top left corner).

13. Select the "Call Center" Menu.

14. Select "Call Centers".

15. Select Edit.

16. Select "Agents".

17. Click "Search" to find newly added agents.

18. Move desired agents from "Available Agents" to the "Assigned Agents".

19. Click Ok.

20. Agent(s) should now be active in the the support call center. Make sure employees sign into the call center from their physical phone and then test call.


    • Related Articles

    • Axia Payments - Referrals and Support

      Axia Payments - Referrals and Support Why External CC terminal? Why Axia? Axia provides customers with PAX or Ingenico external CC terminals. These terminals are secure, point to point encrypted devices. This security significantly limits the scope ...
    • Create New Community Record

      Create New Community Record Objectives Setting up a new community record in FullCount and updating applicable documents about the new community Prerequisites Access to production database Access to FullCount google map (requires google account) ...
    • Fiserv CardPointe Payments - Referrals and Support

      Fiserv CardPointe Payments - Referrals and Support Why 3rd Party Payment Solution provider? Why Fiserv? Fiserv CardPointe provides customers with a payments solution, including credit card terminals, that is integrated with FullCount. The payment ...
    • Employee New Hire Checklist

      Employee Name: HR: Yes No Person responsible Comments Is this employee Full Time? Is this employee Part Time? Oasis HR Forms Benefits paperwork Aureon Employee Portal Bank routing info Office: Access (door key) Desk Space (Cube) Additional office ...
    • How to Convert a Jasper Report to the New Standards

      Objectives To teach developers how to change our older style Jasper Reports to match our new design standards. Prerequisites JasperSoft Studio 6.14, small amount of Java experience, and very little Jasper Report experience. Instructions Parameters, ...