Adding a New Agent - Onboarding

While viewing the Admin settings:

Select Bulk Upload Portal

Expand Employees

Select Download Existing Employees

Select the Activity tab

While waiting for the download:

Refresh the page

Once the download is completed:

Click Download

Open the Employees spreadsheet

Fill out the Required Employee Fields

Click Save

Refer to image 2 for the required fields key.

Under Employees:

Select browse for files

Select the Employees spreadsheet

Click Open

Select the Applications dial pad

Select ACD

Select Manage Multiple Users

Select Download Existing Users

Open the Users spreadsheet

In the first blank row of the spreadsheet:

Enter the New User information

New user information will vary per client.

BESURE TO ENTER Y IN THE ROW CHANGE FIELD FOR EACH NEW USER

Refer to image 2 for an example

Click Save

Select Choose File

Select the Users spreadsheet

Click Open

Select Changed Rows

Select Upload File

Check your email (check junk mail) for a confirmation of the Batch Upload.

Activate the user (if not already active)