Configure a Team Desktop

Use the Team Desktop grid to manage custom Finesse Desktop layouts for each team within your organization.

Using Filters on the Team Desktop Grid

Filters allow for the display of only specific Team Desktop layouts based on the selected filter options. The Team Desktop grid contains the following filter option:

Clusters Selection – Click to select a Finesse cluster to view only the desktops contained within that cluster.

Using Search Fields on the Team Desktop Grid

Enter text into any column's search field to find a specific result within that column. Narrow search results even further by entering text into the search field of other columns. For additional details about using search, see Grid Column Headers.

Changing Column Sorting on the Users Grid

Change the sorting of grid columns by either ascending, descending, or no sorting. To learn more about using column sorting, see Grid Column Headers.

Using the Grid Menu for Team Desktop

The grid menu provides the following additional controls and features below:

  • Add New Desktop – Creates a new Team Desktop. (See Add a New Team Desktop for more information.)
  • Clear all sorting – Clears all sorting options on the grid.
  • Clear all filters – Clears all search filters on the grid.
  • Export Data – Export Team Desktop grid data in CSV and PDF file formats.

NOTE:

For additional information about exporting grid data, see Export and View Grid Data.

  • Columns – Show or hide Team Desktop grid columns.

NOTE:

For additional information about showing or hiding columns, see Show or Hide Columns on a Grid.

Selection Indicators – Allows for the selection of Team Desktops. The selection indicator located at the very top, in the column header, selects or deselects all listed Team Desktops. Selecting Team Desktops adds the option to export only selected data from the grid menu.

Desktop Name Column – Lists the names for all available Team Desktops.

Description Column – Displays a description for each Team Desktop.

Task Icons – Icons used to perform various tasks for managing Team Desktops. The task icons allow users to perform the following actions:

  • (Edit Desktop) – Make changes to the Team Desktop. (See Edit Team Desktop for more information.)
  • (Edit Agent Teams) – Opens the Manage Agent Teams dialog allowing you to assign or remove agent teams for the selected Team Desktop. (See Assign or Un-assign Agent Teams for Team Desktops for more information.)
  • (Delete Desktop) – Opens the Delete Team Desktop dialog allowing for the deletion of a Team Desktop. This icon only displays for users with the Delete Agent Desktop Layout feature enabled for their role. (See Delete a Team Desktop for more information.)
  • (Audit Desktop) – View the detailed history of changes made to the Team Desktop. (See Audit a Team Desktop for more information.)

See Also