Agents are people within your organization whom you want to schedule. They do not need to be a User in Assembled to be an Agent. You can manage the Agents in 'Agents' in the left hand menu.
How to:
Select '+ Add Agent' in the upper right hand corner
Fill out the form that pops up for the Agent you'd like to add
You can select "Create new User" when creating the Agent to also create a User profile at the same time
Click Save
Note:
The only required information when creating an Agent are their name and the channels they'll be associated to
Optional Agent information that can be filled out during creation or at a later date are their email, site: location of the agent, queues: specialization of the agent, teams: reporting structure for the agent, start date, and end date
Note: An Agent is someone who can be scheduled in the staffing timeline and a User is someone who can log in to Assembled. For example, you might have an outsourced provider whose schedules you want to see against your in-house team, but not necessarily have them be a User of Assembled.
Bulk-adding Agents
If you have many Agents to add, let us know through [email protected] and we can enable an upload button for you to import a CSV of Agents.
Bulk-editing Agents
Selecting the bulk edit button enables you to make changes to team / queues / site allocations of multiple Agents in one click.