Overview
Agents must have access to a Campaign to log in and start placing and receiving calls. Admins can assign Users to Campaigns in two ways: through Users Settings or Campaign Settings. This article will walk through adding Users in the Campaign's settings and setting the number of hours for full-time employement.
Contents
Assign a User to a Campaign
1.) Click the Call Center main menu.
2.) Click the Campaigns menu option.
The Show Campaigns page will open.
3.) Click the Campaign's Name to open the settings.
The Campaign Settings page will open on the General tab.
4.) Click the Assigned Users tab.
5.) Use the arrow buttons between the Agent within this campaign and Agents NOT within this campaign boxes. Moving Agents to the Agents within this campaign will assign Users to this Campaign.
- Click on the Agent name(s) to select them, move them to the Agents within this campaign group by clicking one of the arrow buttons.
- Move Individual Users by clicking the < or > buttons.
- To move all Users, or more than one user at a time, click the << or >> button.
- Use the Shift or Ctrl/Command keys to select multiple Agents.
-
Note: If you cannot find the User/s you need to add, they are most likely configured to have No Restrictions for all Campaigns. Configure this setting in the Campaign Access Level section of the Data Access tab.
- See Configure User's Data Access to learn more about these settings.
After adding Users to the Campaign, you can set how many hours constitutes a Full-Time Employee by entering a number in the Weekly FTE Hours section.
5.) In the Weekly FTE Hours field enter a number that determines the number of hours are equivalent to full-time employment for your Agents.
7.) Click the Apply Changes button.