Associating Teams with a Site

You can associate teams with an existing site or with a newly created site, by selecting Teams at the top of the Properties pane.  

The Teams pane controls are described below.

Teams Pane Controls

Error creating thumbnail: Unable to save thumbnail to destination Save Now	Click to save the configuration in the Teams pane.
Error creating thumbnail: Unable to save thumbnail to destination Create Team	Click to create a new team within the site.
Error creating thumbnail: Unable to save thumbnail to destination Delete Team	Click to delete the selected team from the site.
Error creating thumbnail: Unable to save thumbnail to destination Help	Click to open a Help topic for the Teams pane.

 

You can sort the Team list, by clicking the Team Name column header.  

When you create a new team, the Team Properties pane opens. Agents who are associated with the selected team appear in the Team Properties pane.

When you click Add Agent to Team (

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), agents appear in the Available Agents pane and can be filtered by Last Name, First Name, or Employee ID. By default, all agents to which you have access appear in this pane. You can edit the team name, add or remove agents from the team, and remove agents from the site

Team Properties Pane Controls

Error creating thumbnail: Unable to save thumbnail to destination Save Now	Click to save the configuration in the Team Properties pane.
Error creating thumbnail: Unable to save thumbnail to destination Close	Click to close the Team Properties pane.
Error creating thumbnail: Unable to save thumbnail to destination Help	Click to open a Help topic for the Team Properties pane.
Name field	Enter a name for the team.
Error creating thumbnail: Unable to save thumbnail to destination Add Agent to Team	Click to add agents to the team.
Error creating thumbnail: Unable to save thumbnail to destination Remove Agent from Team	Click to remove agents from the team.
Error creating thumbnail: Unable to save thumbnail to destination Remove Agent from Site	Click to remove agents from the site.

 

When you add agents to a team, the Available Agents pane opens. See the Available Agents Pane Controls. You can filter this list to display only agents from certain business unit(s) or the entire enterprise, and to include unassigned agents in the enterprise or business unit. See Agent Filter.

To sort agents in the Available Agents pane, click any one of the column headers.

Adding and Removing Agents from a Team

To add an agent to a team:

1. In the Teams pane, click Add Agents to Team
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   .
   The Available Agents pane opens.
2. Select an agent from the list and click Apply
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   . (Use CRTL or SHIFT to select several agents at a time.)
3. After you have finished assigning agents, click Close
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   in the Available Agents pane.

To remove an agent from a team:

1. In the Teams pane, select the agent you want to remove. (Use CNTRL or SHIFT to select several agents at a time.)
2. Click Remove Agent from Team
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   .

To remove an agent from a site:

1. In the Teams pane, select the agent you want to remove.
2. Click Remove Agent from Site
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   .
3. Click Save Now
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   .

Warning

When you move an agent from one site to another site, the agent's historical schedules are still available to be viewed and reported. However, any Calendar items related to that agent will not be available when building future schedules for the new site. This is because items, such as Time-Off Types, Exception Types, Contracts, and Shifts, are configured separately for each site.