Step 1: Click on the Members tile on the administrator dashboard.
Step 2: This view displays a list of the members within your organization. It also offers the ability to call a member using a "Call" button.
To edit a member, click on their badge. In the pop-up that appears, click Edit Member.
Step 3: These attributes define the properties of your members, and will determine the interactions they will be eligible to receive.
You can add, edit, and remove the following attributes at any point:
- Capacity Rules
- Class of Service
- Business Partner
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.