Deciding who can access the Console, and which features they can access.
Articles
- Managing Agents
- Accessing the Manage Agents Page
- Console Roles and Permissions
- Console Roles and Capture Dashboard Permissions
- Console Roles
- Profile Access Filters
- Restricting Agent Activity By Profile Type
- Agent Groups
- Configuring Agent Groups and Assigning Group Membership
- Creating a New Agent
- Accepting an Agent Invitation and Managing Your Console Password
- Changing Your Console Password
- Console Passwords vs. Dashboard Passwords
- Blocking Access for an Agent
- Assigning Multiple Roles to an Agent
- Deleting an Agent
- Filtering for Agents
- Exporting Agent Data