Setting the Default Values for New Agents

The following describes how to specify the default value set for new Agents. When creating Agents, you can either give them these defaults or apply unique values as needed.

Implementation

1. Access the Agents list for the intended Customer.
   How do I view a list of Agents for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific 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.

      2. Select the Customer Resources tab.

   2. Click the Agents hyperlink.

2. Select the Import/Create tab.

3. Locate the New Agents Defaults page section.
4. Using the fields provided, make any required changes to the default settings. For more information about these fields, refer to Modifying an Agent.
5. To apply your changes, click Save These Defaults.