Every account begins with the Default Team and a System Administrator user account. The default team is configured with full administrator access. We recomment that a new team be created and configured with access appropriate for your UNIVERGE BLUE® ENGAGE representatives.
To access Teams
- Follow the instructions given in Teams & Agents: Introduction. The Teams and Agents currently available in you UNIVERGE BLUE® ENGAGE appear on the left. Click a Team to view it on the right panel.
The following elements appear on the right panel when you select a Team:
- Breadcrumbs to take you back to the General or Configure pages
- Button to add a new team
- List of current Teams available in UNIVERGE BLUE® ENGAGE
- List of current Agents within the Teams available in UNIVERGE BLUE® ENGAGE
- Tabs to help you configure a Team:
- Buttons to clone or delete existing Teams, or if you have edited a Team, Update your changes
- The Search Bar to look for Agents
- The panel where the content of the tabs listed in e. appears
Important Team Leaders and below CANNOT view, create, clone, edit or delete other Teams.
- Updated on November 18, 2024
‹ Teams & Agents: Introduction | General Information › |
All Content in the Teams & Agents Series
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