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Interaction Administrator Help
Publish a client template
You can publish a client template to make it available to roles, workgroups, or user.
To publish a client template to roles, workgroups, or users
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In the People container, open the Client Templates subcontainer.
The Client Templates page appears. -
Under Select template targets, do one of the following:
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Click Select Users to select the users who should receive the template.
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Click Select Roles to select the roles that should receive the template. All the users that have the roles that you select will receive the template.
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Click Select Workgroups to select the workgroups that should receive the template. All the users in the workgroups that you select will receive the template.
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Select the appropriate application from the Application drop-down list.
Note: You can search for templates by name and by application. Interaction Desktop and Interaction Connect templates are not interchangeable. The template application type must match the user's CIC client.
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Under Select a template to apply, click the template that you want to publish. The following predefined templates are available:
These pre-defined Interaction Desktop templates are available:
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All Channel Agent. This template provides all available channels to the agent.
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Basic Chat Agent. This template enables the agent to participate in online chat sessions.
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Basic Email Agent. This template enables the agent to send and receive emails.
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Basic Email Agent with preview. This template enables the agent to send and receive emails and to preview incoming calls.
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Default template. This is the standard template that is automatically assigned to all new users.
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Default ICM. Not used.
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Multi-Channel Agent: This template enables the agent to use chats and emails.
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Click Apply Template.
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Click Reset. You can now apply another template if necessary.
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