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1. Choose a team the agent will belong to.
2. Highlight the team name.
3. Click Import Agent.
   
   
   
   
4. The Import Agents dialog box opens. Click Choose File.
   
   
   
   
5. Locate your CSV file containing your list of agents and click Open.
   
   
   
   Only CSV files can be imported into the Admin Portal. Ensure your list of agents has been saved in the CSV format before importing. Click the chevron button in the Import Agents dialog box to view file format and content requirements for your list. If any of the required items are missing your file will not be imported.
   
   

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   Import_Agents_screen Import_Agents_screen

   
   
   
6. The file name appears in the dialogue box. Click OK. The file is imported into the Admin Portal.
   
   
   All  aAll new agents are now listed under the selected team.
   
   
   
   Note: When an agent is highlighted the following tabs will be displayed on the right: General Information, Security, Change Password, Individual Skills and WFM. See screenshot located under Agents General Information tabTab for more information.