Adding and editing service center employees

The service center employees menu shows this information:
  • Service center employees and their roles
  • The populations that the service center employees serve
  • The jurisdiction groups to which service center employees belong
  1. Select Administration > Setup.
  2. In the Service Center pane, click Service Center Employees.
  3. Click Create.
    To update a record, click a field to edit it and specify your changes.
  4. Specify this information:
    Employee ID
    Specify the employee ID.
    Agent, Manager, Administrator, Field Representative
    Select Yes or No to assign a role to a service center employee. You can assign multiple roles to a service center employee.
    Active
    Select Yes to activate the role of the service center employee in your organization.
    Primary Topic
    Optionally, assign a service center employee a primary topic to work on.

    See Assigning a Primary Topic to Service Center Employees.

  5. Click Save.