Edit Parameters of Agents

Use the Agent Setup submodule to edit the parameters of selected agents.

To use the Agent Setup submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To edit the parameters of an agent:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the agent parameters that you want to edit.
  3. In the left pane of the Settings screen, click Advanced Tools > Agent Setup.
  4. Highlight the agent that you want to edit the parameters of.
  5. In the bottom grid, click the Parameter tab and make the applicable edits on the listed parameters.
    Note: Not all agents have parameters.