Managing an Operator's Memberships

When viewing an operator's details, you can see which groups they belong to.

1. Access the Operators list for the intended customer.
   How do I view a list of operators 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 Operators hyperlink.

2. Locate the intended operator and click their Details hyperlink. This displays the Details tab for that operator.

3. Scroll down to the operator’s Group Membership panel, which lists the operator’s existing memberships, including:
   • Group name.
   • Operator skill (as a percentage), where the available person with the lowest percentage will receive calls first.
   • A link to view more details about the group.
   • A button to Remove the group membership from the operator (no confirmation necessary).

Further Reading

• Adding an Operator to a Group
• Changing an Operator's Group Skill Level
• Managing Operator Groups