Manage Agent/User Accounts

Agents are created in LobbyCentral to provide each employee with password protected access to the portal or software.

Create a User Account

1. Go to Tools > Administration > Manage Users.
2. Select New User.
3. Create a username.
4. Enter the user’s first and last name.
5. Enter the user's email address.
6. Enter the user's mobile number and select mobile carrier (optional) Note: Only used if administrator sets up SMS notifications to employees.
7. Set the user’s default location.
8. Check the box, Generate and email password to user. Alternatively, the administrator may create a temporary password by filling in the password fields.
9. Select the Queues tab.
10. Below Add a Location, select a Location.
11. Select the Customer Queue to which the employee will be assigned. 
12. Repeat steps 11 and 12 until user has been added to all required locations/queues.
13. Click the Permissions tab.
14. Set the user’s Access Level. The default setting is User.
15. Set the user’s permissions. For more information on permissions, please review Managing Agents/Users.
16. Select the User Hours tab, and enter the user's work hours. Note: Be sure to double check that AM and PM are set properly for the user's start and stop times.
17. Click Save.

Modify an Agent/User Account

1. Go to Tools > Administration > Manage Users.
2. Locate the user to update, and click Modify.
3. Make the desired changes.
4. Click Save.

Delete an Agent/User Account

1. Go to Tools > Administration > Manage Users.
2. Locate the user to remove, and click Delete.
3. Confirm.

Note: You cannot delete a user's 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.