Setting the Locations of Your Team Members

Set your team members' locations so that everyone in your organization knows exactly where to find each other.

After setting locations you can:

Sort team members by location in the Control Room.
Compare locations in Team Performance Insights.
Filter the Agents tab of your Call Center dashboard by location.

Step 1 | Add your locations to the custom Agent Field

First, find the Location field in your custom Agent Fields list and add all your team members' locations as options.

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Note:

To create Agent Fields, you must be an administrator or have a custom role with Settings > Team & Account > Custom Roles permissions enabled.

Step 2 | Set the locations of your team members

Next, go to each of your team members' Team Member Overview pages and set their locations.

Show me how

Note:

To set Agent Fields in the Team Member Overview, you must be an administrator or have a custom role with Settings > Team & Account > Team Members permissions enabled.

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