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

  1. Go to Tools > Administration > Settings - Control Panel
  2. Click Users.
  3. In Manage Users, click New User.
  4. Create a Username.
  5. Enter the user’s first, and last name.
  6. Enter the user's email address.
  7. Enter the user's mobile number and select the mobile carrier (only used if SMS notifications are enabled).
  8. Set the user’s default location.
  9. Leave status set to Active.
  10. Select box if LobbyCentral will generate a private password and email to the user (not used if a Windows Login is provided). 
  11. Click the Queues tab.
  12. Select Location(s) and queues to add the user to.
  13. Click the Security tab.
  14. Set the user’s Access Level and Permissions.
  15. Select the Working Hours tab (in on-premise this is the User Hours tab).
  16. Enter user's scheduled work hours.
  17. Click Save.

Modifying an Agent/User Account

  1. Go to Tools > Administration > Settings - Control Panel
  2. Click Users.
  3. In Manage Users, locate the user to update, and click Modify.
  4. Make the desired changes.
  5. Click Save.

Deleting an Agent/User Account

  1. Go to Tools > Administration > Settings - Control Panel
  2. Click Users.
  3. In Manage Users, locate the user to remove, and click Delete.
  4. 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.

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