Getting started

Go to User Management and click to View Users.

From here, you can edit an individual user by clicking Edit adjacent to their profile... reveal the following pop-up window

The Agent's current team will be selected in the drop-down box. To change the Agent's team, click into the drop-down box to reveal the list of active teams, select the new team from the list and then click Update user

This action will have the following consequences:

  • The Agent will move to the new team and all future performance of the Agent will be stored and reported against the new team.
  • All performance prior to the agent's move will be stored and reported against their old team.
  • When viewing the agent's detailed performance, all data related to the agent in the old and the new team will be visible.
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