How to Guide - Assign a user 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 users' 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 user 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 user 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/Clinician's account will now be up to date with the relevant permissions.

End.