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Table of Contents

Agent Management via Bulk Upload

Agent management via bulk upload allows for the creation and modification of one or multiple agents including skills, passwords, load allowance and agent characteristics within the staffing tab of the Setup Client.  The bulk upload also allows for the creation and assignment of new skills without needing to first add them to skilling tab under the Implementation subsystem or within an agent profile.

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  • Password – (update) password is only supported for existing agents and cannot be set for new agents added to the imported file.  This will allow supervisor and admins to reset an agents password if they get locked out or forget their agent client password.  This field should be left blank if create a new agent, because the agents password must first be set to the agent default password.
  • HPBX Registrar User - HPBX UserID but the @voip.evovlveip.net is not needed
  • HPBX Registrar Password - On export this field will be blank.


How to Edit and Create Agents

  1. Select the agents you wish to edit.  Select Export.
  2. Enter a file name.  Save.
  3. Locate and open the exported file.
  4. Update any existing agents following the guidelines outlined above for any True/False, Yes/No, Disabled/Enabled options.  Update any additional options including but not limited to Available Load Allowance, Password update, Skills, etc
  5. If adding a new agent, enter in the new agents information on the next available column.  In the example below a new agent was created along with a brand new skill and assigned proficiency within the exported file.
  6. Save all changes.  Exit out of the file.  You cannot import a file back into the Setup Client that is currently open.
  7. Select the Import.  Locate and open the recently saved file.
  8. If all edits and newly created agents were done correctly, you will receive a Confirm Import pop up.
  9. The following screen shots show the newly created agent and the agents detailed profile.  The profile highlights the agent characteristics that were different from the rest of the imported agents along with the newly created skills and proficiency’s




  10. The following screen shot shows the detailed profile of the existing agent, highlighting the characteristics that were updated on import.
  11. Deploy Changes

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