Managing Agent/User Accounts
Agents are created in LobbyCentral to provide each employee with password protected access to the portal or software.
Creating an Agent/User Account
- Go to Tools > Administration > Settings - Control Panel
- Click Users.
- In Manage Users, click New User.
- Create a Username.
- Enter the user’s first, and last name.
- Enter the user's email address.
- Enter the user's mobile number and select the mobile carrier (only used if SMS notifications are enabled).
- Set the user’s default location.
- Leave status set to Active.
- Select box if LobbyCentral will generate a private password and email to the user (not used if a Windows Login is provided).
- Click the Queues tab.
- Select Location(s) and queues to add the user to.
- Click the Security tab.
- Set the user’s Access Level and Permissions.
- Select the Working Hours tab (in on-premise this is the User Hours tab).
- Enter user's scheduled work hours.
- Click Save.
Modifying an Agent/User Account
- Go to Tools > Administration > Settings - Control Panel
- Click Users.
- In Manage Users, locate the user to update, and click Modify.
- Make the desired changes.
- Click Save.
Deleting an Agent/User Account
- Go to Tools > Administration > Settings - Control Panel
- Click Users.
- In Manage Users, locate the user to remove, and click Delete.
- Confirm.
Note: You cannot delete a user account once it has been used to create or close a service request. Change the User's status to Inactive to prevent it from being used.