Click the first name field and enter a name.

Click the last name field and enter the detail.

The username will be automatically populated but you can change it by clicking on it.

Click the password field and enter a simple password for their first login (the system will automatically ask them to change it upon initial login).

Select the role being allocated to the user.

Please Select...
Team Leader Role
QA Role
API Access Role
MaxSupport Agent Role
Manager Role QA
Manager Role
Training Role
Training Role 123
Agent Role callbacks
Agent Role Extra
Training Testing
Agent Role Team lead
Agent Role plus QA
Training K and S
DASH CAMP MAN TEST
Wallboard access
Manager Role plus QA
Training S
Example Wallboard
Agent Role james
BusinessUnit SysAdmin
SysAdmin
Agent
Agent_Tagging
SysAdmin_Prospects

Click the "WebRTC:" option. This allows the user an audio connection via our inbuilt WebRTC softphone when logging in, this is also know as the 'Nailup process'.

You can get the user to automatically login to a campaign by selecting one in the dropdown where required.

Choose the Team the user will be part of. If not already created, add them to the 'Agent team' for now. You can always come back and change it once the team has been created.

A Brooks Team
Agent team
Agent Users - (Humans)
Auxillis Team
CCS Team
Client 1 Team
collections team
Countrywide Team
lead Gen Team
Marston Triage Team
Max Support
Northgate Team
OB Sales KC Team
Omni Training Group 2
Omni Training Team 1
Opportunity Team
OPs Team
Product Webinar Team
Providor Scotland Team
Retentions KC Team
Robo Team 1 - (Robots)
Robo Team 2 - (Robots)
Sales Team
Single Sign On
Support 2
System Admin Group
Tag test team
team 1
Team A
testing Emma Testing
The Box Team
Training team
Wallboard test

How to create a User