Users and agents
- Setting up multi-factor authentication (MFA) for a user
- Employment information and active and inactive accounts
- Setting outbound email addresses for Outbound agents
- Access rights for agents and projects
- Applying agent capacity rules
- Single sign-on (SSO) for LeadDesk
- Creating an Agent account
- Creating a Manager or Team Leader account
- Missed calls, banning and unbanning agents
- Set up agent profiles
- Creating Agent Groups
- Agents Settings - password requirements and Single Sign On