How do I move an agent from one team to another?

Navigation

Go to USER MANAGEMENT > click Add & Edit Users > Click EDIT on the user you wish to move.

...to 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.