Assigning representatives to sites
With several sites, assign each agent only to the sites they are responsible for; the agent then sees only those sites' conversations.
- Company administrator
How to assign representatives to sites?
If you have multiple sites, assign each representative only to the sites they are responsible for; the representative will only see conversations from those sites. Who can do this: Company administrator. Representatives not assigned to any site can only see the first site. The list shows employees who have logged into the panel at least once. Click Management → Sites.
Steps
Click Management → Sites.
Check the people to be assigned to the site in the Representatives list on the site card 1.
Click Save Representatives 2.
- 1People to be assigned
- 2Saving assignment
Unassigned RepresentativeA representative not assigned to any site can only see the first site. The company administrator can see all sites.
Who is in the list?The list shows employees who have logged into the panel at least once.