Configure a Team Desktop

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

Team Desktop Count – Displays the number of team desktop layouts on record and listed on the Team Desktop page.

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

Actions Button – Displays the Actions Menu which provides the following actions:

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

NOTE:

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

  • Columns – Show or hide Team Desktop page 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 Actions 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.)
  • Audit Desktop – View the detailed history of changes made to the team desktop. (See Audit a Team Desktop for more information.)

See Also