Assign employees as Interactions group members

The Interactions application has two types of users: leaders and members. Members are typically the agents that are recorded.

To exist in the system, a person must be assigned to one of the organizations or groups as a member, a leader, or both.

You can assign employees as members in User Management.

Procedure

Go to User Management. Under Employees, select Interactions.
To filter the user list, select Create Filter or Edit Filter.
In the Employee Filter, on the Job Details panel, for Is Supervisor , select false.
Save or run the filter.
On the right panel, select the employees to assign as Quality Monitoring group members.
Select the Assign mployee as group members of current organization check box.
To have the users inherit the current organization settings, select the Inherit Settings from Current Organization check box.

By default this check box is selected when a new employee is created and assigned to a leaf organization, and unselected if employees are created and assigned to non-leaf organizations