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Workgroup: Members

The Configuration details tab contains general information, wrap-up codes, audio files, security and keyword sets configuration for the user. Click the name of the details tab for field descriptions.

Note: If you enabled the Enhanced Interaction Administrator Change log, then all of your changes on this tab are tracked in that log. For more information, see About the Enhanced Interaction Administrator Change Log.

To complete the workgroup's member information:

  1. Click the Members details tab to display the details view.

  2. Click the Members section expander to display (or hide) the members section's contents, and complete the following information:

    • Click to open the Add Members dialog box:

      Select one or more users in the Available items list, and click Add to add the user(s) to the Selected items list. You can also click Add all to add all users. To filter the list of users, type in the filter field above the list.

    • Click or to change the order of items. The order can be changed when the workgroup is of sequential, round robin, or custom queue type.

  1. Click the Roles section expander to display (or hide) the roles section's contents, and complete the following information:

    • Click   to open the Add Roles dialog box:

      Select one or more roles in the Available items list, and click Add to add the role(s) to the Selected items list. You can also click Add all to add all roles. To filter the list of roles, type in the filter field above the list.

  1. Click the Supervisor section expander to display (or hide) the supervisor section's contents, and complete the following information:

    • Click to open the Add Supervisors dialog box:

      Select one or more users that are supervisors (users assigned the supervisor role) in the Available items list, and click Add to add the supervisor(s) to the Selected items list. You can also click Add all to add all supervisors. To filter the list of supervisors, type in the filter field above the list.

  1. Save the new workgroup or modified workgroup.

    If necessary, the new workgroup or changes made to an existing workgroup can be reverted.

Related Topics

Workgroup: Configuration

Workgroup: ACD

Workgroup: Administrative Rights

Workgroup: Access Control Rights

Workgroup: Security Rights

Workgroup: Advanced

Workgroup: Members Field Descriptions