Create a New Bulk Agent and Supervisor Import Request

This feature allows you to quickly access and import agents and supervisors from ICM. Follow the instructions below to create a new bulk agent and supervisor import request.

Accessing the Create Import Agents Request

Access the Create Import Agents Request dialog to begin creating a new import request.

1. Click on one of the following options:

• Create New Request Icon
• Create New Request Button

2. Alternatively, you can click on the Actions Button and select Create Import Request.

The Create Import Agents Request dialog opens.

Importing Agents and Supervisors

Follow the steps below to import agents and supervisors from ICM.

1. Select the users you would like to import. Click the Select All selection indicator to quickly select all users, or select them individually by placing a check next to the Selection Indicators on the same row as the user.

2. Click the Next button to proceed, or click the Cancel button to cancel the operation.

3. Complete the following on the Import Agents/Supervisors User Info dialog:

1. Select a Site to assign to the imported agents/supervisors.
2. Select a Department to assign to the imported agents/supervisors.
3. Select a Billing Unit to assign to the imported agents/supervisors.
4. Select a Profile to assign to the imported agents/supervisors.
5. Select an Assigned Role for the imported agents/supervisors.
6. Enter a Password to assign to the imported agents/supervisors.
7. Enable Reuse AD User Account to allow the re-use of agent or supervisor accounts already existing in Active Directory. This prevents any potential errors if the accounts already exist in Active Directory.
8. Enable Use Agent ID as the Phone Number to have the Bulk Request User Load use the Agent ID field as the phone number and update in both the Portal database and in Active Directory.

9. Select any Users or Agents collections to assign to the imported agents/supervisors. Use the Select All and Deslect All options to quickly select or deselect the collections.

10. Click the Import button to complete the import process, or click the Back button to return to the Create Import Agents Request. Cancel the operation by clicking the Cancel button.

See Also

• Bulk Request Page Features
• Create a New Bulk User Load Request
• Create a New Bulk Delete User Request
• Purge Completed Bulk Requests