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? Agents management

Manage your agents, identities, teams and roles

  • How can I edit the agent permission in bulk?

    Bulk editing of agent permissions is now a breeze in RingCentral Engage Digital! You can add, edit, or remove permissions for multiple agents at once and on the sources of your choice. This new featur...

  • I can't modify all the roles, why ?

    Only users with the permission “Manage roles” have the ability to modify roles in RingCentral Engage Digital. Furthermore, it is impossible to modify a role if your role does not possess equivalent pe...

  • Manage password security rules

    RingCentral Engage Digital offers several solutions to reinforce the password security rules of agents working on the console. These options are accessible from the Security section of RingCentral Eng...

  • How to delete an agent?

    When an agent leaves your organization, it is necessary to remove his access to the platform. There are two scenarios following the departure of an agent: The agent never had to answer in RingCentral ...

  • Check the responses of your agents before sending

    Approval of answers by the supervisor As a supervisor, you can set up a response approval system. Supervisor’s approval is done in the Folders view by a folder with the request approval_required: true...