Before you begin

  • You must be signed in to Agent Desktop.

  • You must be associated with more than one team.

  • You must have no active tasks, interactions, or incoming task requests.

1

Click User Profile in the top, right corner of Desktop.


 
  • By default, the Team section displays your current team that was selected in the Station Credentials dialog box at the time of signing in.
  • You cannot change your team if you have active tasks, interactions, or incoming task requests. The Team option is disabled.
2

Click Team.

3

Choose a team from the Team drop-down list or use the search field to filter the list.

4

(Optional) Check the Remember the above details for future sign-ins check box to save the updated details. The next time you sign in to the Agent Desktop, the updated team appears in the Station Credentials dialog box.

When you uncheck the Remember the above details for future sign-ins check box, Agent Desktop doesn’t consider the previously entered credentials. When you sign in to the Agent Desktop the next time, the previously entered credentials aren’t available.
5

Click Save Selection.


 
Save Selection is disabled when you are not associated with more than one team.

A prompt message appears to confirm the team change.

6

Click Change Team.

Desktop shows you a success message and applies the layout and routing strategy for the new team.