Overview: The Manage Access Screen is the landing page where Agent Admins can search contact center users and provision their access to Agent Portal.
Steps for the Manage Access Screen:
1. The Manage Access Screen allows users to search for Agents using Agent Information. Fill in the following information:
a. First Name
b. Last Name
c. Role
i. Select the appropriate option from the drop-down
2. Click Search
3. Click Reset to reset the search criteria
4. Based on the search criteria, the following information displays:
a. Name
b. User Role
c. Access to Agent Portal
5. Click the box next to an Agent’s name to select the user
6. Click the circle next to Make Read Only to change the Agent’s access to the Agent Portal read only
7. Click the circle next to Make Read Write to change the Agent’s access to the Agent Portal read and write
8. Click Save
Click here to return to the main menu.