How To Set Up My Team Members

The Team Leader must first Create a Team. Once created, you will Add Team Members from the button in the setup screen.

To add a member, Look Up Agents within your company roster

Select from the agents returned in the list, and select from the available collaboration options for that team member. These can be adjusted by the Team Lead at any time.

When the team members have been set up, How Do I Log in as My Team?

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