Click on “+ New user”.
You will then be directed to the New User data-sheet.
New user can only be created as an Admin.
The information for a new user is
- Full name *
- Username *
- E-mail address
- Phone number – In case the 2FA is enabled for the system the agents will be sent a code to their phone number for each login.
* Fields marked with red stars are mandatory.
As a next step a temporary password has to be set up, then the details need to be saved and a new user is added to the system.
A user role has to be choosen for the newly created user. Their role can be agent, requester, supervisor or admin, external agent.
After creating a new agent, they need to be added their respective projects. By clicking on modify project assigment, an administrator can define which language queues the agent will be able to log into. The weight of the queue can also be changed. The numeric values in the Weight column shows the queue’s weight value. Agents will more likely to get calls in a project with higher weight value.