Retiring Agents

The following describes how to retire an Agent on behalf of a Customer.

Due to the legal requirement to preserve outbound call logs associated with each Agent, retirement does not fully purge an Agent from the system. It does prevent them from engaging in further call activity, however.

You will be asked to confirm the retirement of any Agent; however, you will not be able to un-retire them without assistance from a system administrator. Contact a system Administrator if you have any queries regarding retired Agents, including requests for them to be un-retired.

Implementation

  1. Access the Agents list for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the Agents hyperlink.
  1. Locate the intended Agent, and click its Retire button.
  2. Confirm the action when prompted.