Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleOnboard/Offboarding

To be completed whenever a DSS, Manager, or other staff member joins or leaves LAITS

Multiexcerpt
MultiExcerptNameOnboard

Onboard/Creating Accounts

  1. Log in to Amazon Connect
  2. Navigate to user management
  3. Add new users > Create and setup a new user > 
    1. login name: employee EID
      1. All other details as appropriate, use the employee's austin.utexas.edu email address 
    2. Phone type: Softphone
      1. Make sure auto accept call us "Auto-Accept Call" is unchecked
      2. Set ACW timeout to 360 seconds
    3. Profiles
      1. Security profile, as appropriate
        1. We primarily use "Agent", "Admin", and "AdminTrainee" at this time
        2. The "Trainee" profile allows STAs and new DSS to monitor live conversations in order to shadowYou can edit these profiles elsewhere in connect
      2. Routing profile
        1. Select Basic the "LAITS Voice/Chat/Student Chat" routing profile
        2. The Remote lead  profile Lead profile puts the agent on lower priority (sends calls to others first, if available) 
      Click save in the bottom
    4. Security and Routing profiles can be edited from the "Users" menu
    5. Click save in the bottom left, then follow the prompts to finish creating the user the user
    6. Password
      1. Create a Stache entry titled Amazon Connect - [d]
      2. Generate a random password from the Secret field in the Stache entry.
      3. New staff should sign in using instructions on this page: https://wikis.utexas.edu/x/rAaAB
  4. After this, the user can log in immediately
  5. They can use the "Forgot password" link at the sign in page to change their password 


To be completed IMMEDIATELY after an employee leaves LAITS 

Multiexcerpt
MultiExcerptNameOffboard

Offboarding

  1. Log in to Amazon Connect
  2. Navigate to user management
  3. Check the box next to the user's name and click remote

...