How to Guide - Assigning an agent / Clinician to a waiting room

To assign one of your agents/clinicians to a waiting room service you will need to be a customer or department Administrator. The agent/clinician' platform account should have been created on the platform meaning they will have received a welcome email with a link to access the platform.

From the waiting rooms tab, choose the room you wish to assign the agent/clinician to and click on the pencil (edit) icon:-

You will be presented with the waiting room details page:

If you scroll to the bottom of the page, just under opening and closing times, you will see the 'Permissions' tab:-

When choosing the permissions tab you can search for your agent/clinician by typing in their name:

If the agent/clinician already has a platform account, their name will appear in the search drop-down.

You will then have the option to select 1 of 3 permission levels, as indicated here:-

Select your preference and choose save from the bottom of the screen.

Your agent/clinicians account will now be up to date with the relevant permissions.

End.