Edit an agent group

Overview:

Edit an agent group's name or type.

Required:You must be a Creovai admin to perform this task.

Edit an agent group:

  1. If you're not already viewing the Agent groups page, do the following:

    a) Click the Settings option in your user menu.
    b) Click the Agent groups option in the Admin menu on the left.
    Agents-navigate-agent-groups.png
  2. Click on the agent group row in the Agent groups list.
    Agents-select-agent-group.png
  3. Click the Edit link to the right of the Agent group name.
    Agents-edit-agent-group-step3.png
  4. Modify the Group name and Group type as needed. Then click the Save button.
    Agents-edit-agent-group-step4.png
  5. A pop-up will appear to confirm you are authorized to do this task. Enter your sign in information and then click the Authorize button.
    Admin-authorize-admin-action.png

What's next?

Add an agent to an agent groupRemove an agent from an agent groupDelete an agent group



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