Step 1: Click Members on the administrator dashboard.
Step 2: This view displays a list of the members in your organization. It also offers an overview of who is offline/available, and how many services they offer to your clients.
To edit a member, click on their badge. In the pop-up that appears, click Edit Member.
Step 3: These attributes define the work types your agents will receive, as well as the features they will access to.
You can add, edit and remove the following attributes at any point:
- class of service
Step 4: To edit a property, click the pen icon on the top right of the property's box. We're choosing to edit the Services property.
Step 5: This view shows the services available for the selected agent. Active services have a blue border. To activate or deactivate a service, simply click its tile. (Multiple services can be selected.) Click Done.
Step 6: Your changes will be visible on the member properties view.