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.
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.) Assign Users to the Campaign.
- Highlight Users with your mouse and move them to the Agents within this campaign group.
- Move Individual Users by clicking the < or > buttons.
- To move all Users, click the << or >> button.
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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.
6.) Click the Apply Changes button.