Add areas and skills to a user account

In the upper part of the CallGuide Admin User accounts window, you add data on the relevant row and save with Apply. OK will save all and close the window.

In the bottom part of the User accounts window, you specify, depending on the user’s role:

Skills the user has, ruling which queues he can service.

To execute functions in the bottom part of the User accounts window, you require the Own user access right.

This how you proceed to specify a skill for a user:

  1. Select a user in the list in the upper part of the window and you will see his Access areas, Subareas, and Skills below that.
  2. Click on the Edit... button under the Skills pane.
  3. In the opened window you select a skill under Available.
  4. Grade the skill by a figure between 1 and 9. The higher the figure, the higher the skill.
  5. Click on the arrow to move the selected skill to Selected.
  6. Click on OK to save and return to the User account window.