How to Add an Agent

  1. Access the Scheduler Configuration Screen.

  2. Click the ‘Agents’ tab.

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  1. Click the ‘Add Agent’ button.

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  1. In the dialog box, type the name of the user.
    • If the user appears in the list, select their name and click ‘Add’.
    • If the user does not exist, click the ‘Create a New User’ link. Populate the agent’s First Name, Last Name, and Email Address† and click ‘Add’. A user account will be created and automatically added to this Tech Bar as an Agent.

† For a customer using external authentication / SSO solutions, enter in the user’s login ID in place of their email address. The Email Address field corresponds to the username.


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