Moving an agent from one team to another
To move an agent from one team to another:
- Go to USER MANAGEMENT
- Click Add & Edit Users
- 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.