Creating and Managing Users

Create users as needed in Salesforce and then make them administrators or agents in VCC for Salesforce.

From the Setup tab, click the Users tab to access this page. With the Users page, you can perform actions such as:

• Create new Call Center users
• Assign roles, skills, or phone numbers to users
• Change roles, skills, or phone numbers for one or multiple users
• Remove a user from the contact center

Important

Creating new Call Center users is done using the Salesforce Setup tab located in the upper right-hand corner of the main screen. All other steps are performed using the VCC for Salesforce Setup tab located on the upper left-hand corner on the main screen.