Moving an agent from one team to another

To move an agent from one team to another:

  1. Go to USER MANAGEMENT 
  2. Click Add & Edit Users 
  3. Click EDIT on the user you wish to move.

 

The Agent's current team will be selected in the drop-down box. To change the Agent's team, click into the drop-down box to reveal the list of active teams, select the new team from the list and then click Update user

This action will have the following consequences:

  • The Agent will move to the new team and all future performance of the Agent will be stored and reported against the new team.
  • All performance prior to the agent's move will be stored and reported against their old team.
  • When viewing the agent's detailed performance, all data related to the agent in the old and the new team will be visible.

 

Published

Last updated

0
0