Specifying Agents for Telesets

This topic provides instructions for specifying agents for telesets. You associate an agent with a teleset in order to authorize the agent to use this teleset.

All agents that you associate with telesets must already have been associated with one or more communications configuration. Agents and telesets have a many-to-many relationship. For more information, see Specifying Agents.

Agents who use hoteling exclusively, or who do not use the voice channel (CTI), do not have to be associated with telesets.

This topic is part of Specifying Telesets.

To specify agents for a teleset

  1. In the All Telesets view, select the record for the teleset to which you add agents who are authorized users of the teleset.

  2. Click the Agents view tab.

  3. In the Agents list, add a new record. The Add Agents dialog box appears, displaying employees who have been added as agents to one or more configurations:

    1. Scroll to display any additional records that are not shown, or use Query or Find to locate records matching certain criteria.

    2. For each agent to associate with the current teleset, click the check box to select this record.

    3. Click OK to add all selected agents to the Agents list.

  4. If no Agent Login and Password values exist for a given agent, then you can add this data, as necessary:

    1. Click the hyperlink in the Agent field to drill down to the Agent General Profile view.

    2. In the Agent General Profile list, enter values for the Agent Login and Password fields.