Agents are Unable to View or Receive Chats From Newly Created Service Lines

THIS ARTICLE APPLIES TO:

Moxie Channels NetAgent (Chat) version 7.0 and later.

ISSUE DESCRIPTION:

Agents available for chat and are auto-fed chats from existing service lines; however they cannot view incoming chats nor are they auto-fed chats from the newly created service lines.

ROOT CAUSE:

Agents do not have the proper permissions assigned to them for the newly created service line(s).

SOLUTION OR WORK AROUND:

Agents can be provided permissions to the Service Lines via Roles or their accounts.

Assigning Permissions via Roles:
  1. Login into the Moxie Channels Web Administrator and navigate to Accounts then Roles
  2. Click on the Role that needs to have permissions added
  3. Click on the Channel Permissions tab to display a list of the mailboxes and service lines that have been created
  4. Under Permission for Service Lines select the appropriate permissions for the new service line(s) (View/Auto Feed/Pull)
  5. Click on the Update button to save the changes

Assigning Permissions Directly to Agent's User Account:
  1. Login into the Moxie Channels Web Administrator and navigate to Accounts then User Accounts
  2. Click on the Login Name of the agent for which you need to add permissions
  3. In the Agent's Modify Account page, scroll down and click on the Show Advanced Settings button
  4. Click on the Channel Permissions tab to display a list of the mailboxes and service lines that have been created
  5. Under Permission for Service Lines select the appropriate permissions for the new service line(s) (View/Auto Feed/Pull)
  6. Click on the Update button to save the changes

AFFECTED SYSTEMS & USERS:

Agents

ADDITIONAL INFORMATION:

Note: If you are providing the Agents permissions directly through their User Account rather than through a Role, you will need to edit and change the permissions for each individual Agent needing permissions to these Service Lines.

If the Agent is logged into Agent Client at the time changes are made to their User Account, they may need to logout and log back in to the NetAgent Client before the new permissions can be used.

ESCALATION PROCEDURE:

If you have trouble performing these steps, or have additional questions, please contact our Support group at 877-373-7848 (option 2) or via email at cimsupport@moxiesoft.com.