In order for a user to dial, they must be assigned to at least one campaign. You can do this in two ways, either going to Account and then Users then going to the Data Access Tab OR you can go to the campaign and add them there. Here we will show you how to add a user via the campaign settings.
In the Dashboard. Go to Call Center and select Campaigns
Under Show Campaigns, Click on the Action Button and select Settings
Click on Assigned Users Tab
To assign users to the campaign, do the following.
- Select the User from Agent NOT within this Campaign box
- select the directional button
- The name of the agent should be listed under Agents within this campaign
- If you want to move assign ALL USERS, click on ASSIGN ALL buttons (double arrow).
Click on Apply Changes button to save the settings.
NOTE: If you cannot find the User/s you need to add. Most likely the agent configured to have no restrictions for all Campaigns. To see this, go to Account then Users then the Data Access tab. If there is a check mark in the No Restrictions box, you will not be able to see the user in the Agents Not within this campaign section.