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| − | + | Logging in and getting ready to take call and handle Genesys Digital channels. | |
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|title= Log in with single sign-on (SSO) | |title= Log in with single sign-on (SSO) | ||
| − | |text=Log in to Salesforce Lightning as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Lightning Utility Bar, enter your Genesys Username and click '''Next'''. | + | |text={{NoteFormat|This feature is supported only for Engage Cloud.|1}} |
| + | Log in to Salesforce Lightning as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Lightning Utility Bar, enter your Genesys Username and click '''Next'''. | ||
If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click '''Next''', you will have immediate access to Adapter. | If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click '''Next''', you will have immediate access to Adapter. | ||
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Ensure that you close all the interactions before logging out, otherwise you will see an error message. | Ensure that you close all the interactions before logging out, otherwise you will see an error message. | ||
| − | If your company uses SSO, after you log out, you must click the '''Login''' link to start a new session. See the [[ADQuickStart#SSOLogout|Workspace Help]] for more details. | + | If your company uses SSO, after you log out, you must click the '''Login''' link to start a new session. See the [[ADQuickStart#SSOLogout|Workspace Help]] for more details. '''NOTE:''' This feature is supported only for Engage Cloud. |
|media1=SFLlogout.png | |media1=SFLlogout.png | ||
Revision as of 16:06, March 26, 2020
Getting started
Logging in and getting ready to take call and handle Genesys Digital channels.
How do I log in?
- Click the soft phone icon at the bottom-left corner of the Utility Bar.
- Follow the log in procedure. For more information about logging in, see Getting Started in the Genesys Agent Desktop help.
- After you successfully log in, you can start working in the Adapter main view.
Log in with single sign-on (SSO)
Log in to Salesforce Lightning as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Lightning Utility Bar, enter your Genesys Username and click Next.
If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click Next, you will have immediate access to Adapter.
The identity provider differs for different organizations, so the login page of the identity provider might not be the same as the one in the image to the left.
Some contact centers use Salesforce as the identity provider. In this case, you will not be redirected to an identity provider login screen. Since you are already logged in to Salesforce Lightning, your identity is confirmed without you having to enter your password.
Gplus Adapter main view
After you log in, the Gplus Adapter's main view is displayed. From this view, you can change your status, navigate among your channels, and make a call by using Team Communicator.
When you first log in, notice that your agent status is set for you — for instance, it could be Not Ready. The default state is determined by your system administrator. However, you must ensure that your status is set to Ready to receive interactions from the queue. See the Genesys Agent Desktop help for more details on how to use these functionalities.
How do I log out?
To log off all channels and sign out of Gplus Adapter, click the agent icon and then select Exit. A modal pop-up window will open asking your confirmation to log out of the application. Click Exit. If your company does not use SSO, Adapter returns you to the login page, where you can enter your credentials again, if needed.
Ensure that you close all the interactions before logging out, otherwise you will see an error message.
If your company uses SSO, after you log out, you must click the Login link to start a new session. See the Workspace Help for more details. NOTE: This feature is supported only for Engage Cloud.