Assigning Tickers

You can assign tickers to groups or to individual agents. When a user has membership in multiple groups, the system automatically sets their user profile to use the ticker assigned to their primary group (or the first parent of the primary group that is assigned a ticker). If different tickers are assigned to an agent through their agent and group profiles, the agent profile tickers are displayed.

Assigning a Ticker

To assign a ticker to an agent:

  1. Select Performance Ticker Manager.
  2. In the Actions area to the right of the ticker, click the Assign Ticker icon (represented by group of people).
  3. Select the agent(s) to be assigned to the Ticker.
  4. Click Assign.

Related References