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Change order of accounts in the assigned field
Answer ID 4392   |   Last Review Date 09/26/2018

How do I change the order of staff accounts and groups as they are listed in the assigned field?

Environment:

Staff Accounts, May 2010 and newer releases

Resolution:

To change the order of Staff Accounts:

  1. From the Configuration Menu, open the Staff Management folder.
  2. Open a corresponding report that will display staff accounts. i.e. 'Staff Accounts by Group', 'Staff Accounts by Profile', 'Accounts by Profile Permissions'.
  3. Open an account that you need to sort.
  4. In the ribbon of the account click on the Department button located in the show section.
  5. In the 'Staff in Group:' section of the account click on one of the names that you wish to sort.
  6. Click the up or down button located on the right side of the staff members list to move the staff member up or down. There is also the option to alphabetically sort 'Staff in Group'. To do so, click the 'AZ Sort' button.
  7. Save your changes.

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You will be able to adjust the order of all the staff members that are a part of the group of the staff member you are editing, but to edit other groups you will need to open up another staff member that is part of the other group you wish to edit.

 

To change the order of Groups:

  1. From the Configuration Menu, open the Staff Management folder.
  2. Open a corresponding report that will display staff accounts. i.e. 'Staff Accounts by Group', 'Staff Accounts by Profile', 'Accounts by Profile Permissions'.
  3. Open an account.
  4. Click on the magnifying glass next to the group field of the staff account
  5. When the account menu comes up click on one of the groups you want to change the order of.
  6. Click the up or down arrows off to the right to change the order
  7. Do this for each group (NOTE: make sure that when you have the order the way you want that you click back on the original group that the agent was assigned to. If you do not you will end up changing the group of the staff member when you click OK).

 

To change the Group associated to a Staff Account:

  1. From the Configuration Menu, open the Staff Management folder.
  2. Open a corresponding report that will display staff accounts. i.e. 'Staff Accounts by Group', 'Staff Accounts by Profile', 'Accounts by Profile Permissions'.
  3. Open an account.
  4. Click on the magnifying glass next to the group field of the staff account
  5. When the menu comes up click on the group you want assigned to the staff account
  6. Click OK and Save

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