Copy profile to multiple users

In the CallGuide Admin User accounts window you can assign selected profile details to multiple user account, with the Copy profile function.

Example of when to use the function

• If you import users accounts from e.g. Microsoft Active Directory the result may lack some data necessary to a CallGuide user profile.
• Reorganisation might imply the need to change both the area affiliation and the skills for a number of agents in one batch.

With the correct data in a template user account you can quickly copy these data to any number of other selected users.

1. Mark a name of a user having the profile details you want for the other agents.
2. Click on the Copy profile button.
3. In the now opened Copy profile window, tick the attribute(s) you want to copy.
   • Access role. See Basics about access roles
   • Skills. See Basics about groups and skills.
   • Groups. See Create new group or skill.
   • Sub area membership. See Basics about access functions per access area.
   • Primary queue. See All details in the User accounts window.



4. Select the agents you want to give the selected settings to.
5. Perform the operation and close the Copy profile window with OK.