Roster Management

Roster Management in VoiceOps

How to access Roster Management
Please note that the "Customer Admin" role is required to access Roster Management.  If you want a user to be granted the role of “Customer Admin...
Thu, 28 Oct, 2021 at 12:19 PM
View seat usage
How to view seat usage in Roster Management The panel at the top tells you the number of seat licenses purchased in your contract “Seats Available” and ...
Thu, 28 Oct, 2021 at 12:17 PM
Add Reps
How to add reps when using Roster Management Click the "Add User" button to add reps Make sure to carefully fill out all the fields i...
Thu, 28 Oct, 2021 at 12:15 PM
Edit/deactivate Reps
How to edit/deactivate reps when using Roster Management Click the 3 dots button to see a drop-down menu to edit/deactivate reps Once a rep has...
Thu, 28 Oct, 2021 at 12:10 PM
Roster Management glossary
Active Coach: If this is “Yes” then a user will show up the VoiceOps coaching reporting as a coach. Email: The email address that the VoiceOps account...
Fri, 26 Mar, 2021 at 11:12 AM
Search All
The Search All bar is shown by default. When searching, results are shown for rows that contain matching text. Please delete the contents in the Search All ...
Thu, 28 Oct, 2021 at 12:08 PM
Column-specific search
How to use column-specific search in Roster Management Click the magnifying glass to display the column-specific search The search functionalit...
Thu, 28 Oct, 2021 at 12:08 PM
How to use Bulk edit / upload users in Roster Management
You can Bulk edit / upload users in Roster Management by clicking on your name in the upper left corner, or by logging into VoiceOps and going to https://ap...
Mon, 10 Jan, 2022 at 11:05 AM