• Get Started With Video Training
    • Getting Started
      • Tutorials
        • Improving Agent Performance
          • Building Reports & Dashboards
            • Building a Category
              • Embed Creovai training within your learning management system
              • Creovai Glossary
                • Search & Browse
                  • Overview
                    • Interaction results
                    • Customer Interactions
                      • Custom Scores
                        • Overview
                          • Interaction Timeline
                            • Transcript & interaction details
                              • Composite Interactions
                              • Reports
                                • Reporting Overview
                                  • Create and modify a report
                                    • Manage reports
                                      • Graphing basics to get you started
                                        • Graphing customization and advanced options
                                          • Notifications
                                          • Dashboards
                                            • What's new?
                                              • Share dashboards as emails
                                                • Sharing dashboards
                                                  • Overview
                                                    • Manage dashboards
                                                      • Customize dashboards
                                                      • Folders
                                                        • Overview
                                                          • Create and modify a folder
                                                            • Manage folders
                                                            • Categories
                                                              • Overview
                                                                • Building a category
                                                                  • Category groups
                                                                  • Labels
                                                                    • Overview
                                                                      • Manage labels
                                                                      • Evaluations
                                                                        • What's new?
                                                                          • Overview
                                                                          • Agent Guidance
                                                                            • Agent Guidance User Guides
                                                                              • Scripting
                                                                              • Coaching
                                                                                • Overview
                                                                                  • Features
                                                                                  • Inbound Integrations
                                                                                    • Overview
                                                                                      • Cloud integrations
                                                                                        • Recording platform integrations
                                                                                        • Connect Apps & Services
                                                                                          • Qualtrics
                                                                                            • Salesforce
                                                                                              • SFTP
                                                                                              • Settings
                                                                                                • Preferences
                                                                                                  • Profile
                                                                                                    • Access & security
                                                                                                      • Distribution lists
                                                                                                      • About Creovai
                                                                                                        • Creovai overview
                                                                                                          • Feature spotlight
                                                                                                          • APIs
                                                                                                            • Account Adminstration
                                                                                                              • Account Administration
                                                                                                                • Overview
                                                                                                                  • External Sharing
                                                                                                                    • Configure access & security
                                                                                                                      • Manage users
                                                                                                                        • Manage user groups
                                                                                                                          • Manage agents
                                                                                                                            • Manage agent groups
                                                                                                                              • Manage agent sources
                                                                                                                                • Reporting
                                                                                                                              Knowledge Center
                                                                                                                                • Get Started With Video Training
                                                                                                                                  • Getting Started
                                                                                                                                    • Tutorials
                                                                                                                                      • Improving Agent Performance
                                                                                                                                        • Building Reports & Dashboards
                                                                                                                                          • Building a Category
                                                                                                                                            • Embed Creovai training within your learning management system
                                                                                                                                            • Creovai Glossary
                                                                                                                                              • Search & Browse
                                                                                                                                                • Overview
                                                                                                                                                  • Interaction results
                                                                                                                                                  • Customer Interactions
                                                                                                                                                    • Custom Scores
                                                                                                                                                      • Overview
                                                                                                                                                        • Interaction Timeline
                                                                                                                                                          • Transcript & interaction details
                                                                                                                                                            • Composite Interactions
                                                                                                                                                            • Reports
                                                                                                                                                              • Reporting Overview
                                                                                                                                                                • Create and modify a report
                                                                                                                                                                  • Manage reports
                                                                                                                                                                    • Graphing basics to get you started
                                                                                                                                                                      • Graphing customization and advanced options
                                                                                                                                                                        • Notifications
                                                                                                                                                                        • Dashboards
                                                                                                                                                                          • What's new?
                                                                                                                                                                            • Share dashboards as emails
                                                                                                                                                                              • Sharing dashboards
                                                                                                                                                                                • Overview
                                                                                                                                                                                  • Manage dashboards
                                                                                                                                                                                    • Customize dashboards
                                                                                                                                                                                    • Folders
                                                                                                                                                                                      • Overview
                                                                                                                                                                                        • Create and modify a folder
                                                                                                                                                                                          • Manage folders
                                                                                                                                                                                          • Categories
                                                                                                                                                                                            • Overview
                                                                                                                                                                                              • Building a category
                                                                                                                                                                                                • Category groups
                                                                                                                                                                                                • Labels
                                                                                                                                                                                                  • Overview
                                                                                                                                                                                                    • Manage labels
                                                                                                                                                                                                    • Evaluations
                                                                                                                                                                                                      • What's new?
                                                                                                                                                                                                        • Overview
                                                                                                                                                                                                        • Agent Guidance
                                                                                                                                                                                                          • Agent Guidance User Guides
                                                                                                                                                                                                            • Scripting
                                                                                                                                                                                                            • Coaching
                                                                                                                                                                                                              • Overview
                                                                                                                                                                                                                • Features
                                                                                                                                                                                                                • Inbound Integrations
                                                                                                                                                                                                                  • Overview
                                                                                                                                                                                                                    • Cloud integrations
                                                                                                                                                                                                                      • Recording platform integrations
                                                                                                                                                                                                                      • Connect Apps & Services
                                                                                                                                                                                                                        • Qualtrics
                                                                                                                                                                                                                          • Salesforce
                                                                                                                                                                                                                            • SFTP
                                                                                                                                                                                                                            • Settings
                                                                                                                                                                                                                              • Preferences
                                                                                                                                                                                                                                • Profile
                                                                                                                                                                                                                                  • Access & security
                                                                                                                                                                                                                                    • Distribution lists
                                                                                                                                                                                                                                    • About Creovai
                                                                                                                                                                                                                                      • Creovai overview
                                                                                                                                                                                                                                        • Feature spotlight
                                                                                                                                                                                                                                        • APIs
                                                                                                                                                                                                                                          • Account Adminstration
                                                                                                                                                                                                                                            • Account Administration
                                                                                                                                                                                                                                              • Overview
                                                                                                                                                                                                                                                • External Sharing
                                                                                                                                                                                                                                                  • Configure access & security
                                                                                                                                                                                                                                                    • Manage users
                                                                                                                                                                                                                                                      • Manage user groups
                                                                                                                                                                                                                                                        • Manage agents
                                                                                                                                                                                                                                                          • Manage agent groups
                                                                                                                                                                                                                                                            • Manage agent sources
                                                                                                                                                                                                                                                              • Reporting
                                                                                                                                                                                                                                                            1. Home
                                                                                                                                                                                                                                                            2. Account Adminstration
                                                                                                                                                                                                                                                            3. Account Administration

                                                                                                                                                                                                                                                            Account Administration


                                                                                                                                                                                                                                                            Overview

                                                                                                                                                                                                                                                            What is an administrator (admin)?

                                                                                                                                                                                                                                                            External Sharing

                                                                                                                                                                                                                                                            Enable and manage external sharing

                                                                                                                                                                                                                                                            Configure access & security


                                                                                                                                                                                                                                                            Manage users

                                                                                                                                                                                                                                                            User Roles
                                                                                                                                                                                                                                                            Add a new user
                                                                                                                                                                                                                                                            Edit a user profile
                                                                                                                                                                                                                                                            Deactivate a user
                                                                                                                                                                                                                                                            Delete a user profile

                                                                                                                                                                                                                                                            Manage user groups

                                                                                                                                                                                                                                                            What are user groups?
                                                                                                                                                                                                                                                            Add a user group
                                                                                                                                                                                                                                                            Edit a user group
                                                                                                                                                                                                                                                            Delete a user group

                                                                                                                                                                                                                                                            Manage agents


                                                                                                                                                                                                                                                            Manage agent groups

                                                                                                                                                                                                                                                            Add an agent group
                                                                                                                                                                                                                                                            Edit an agent group
                                                                                                                                                                                                                                                            Add an agent to an agent group
                                                                                                                                                                                                                                                            Remove an agent from an agent group
                                                                                                                                                                                                                                                            Resolve agent group assignment overlaps and errors in a timeline
                                                                                                                                                                                                                                                            Delete an agent group

                                                                                                                                                                                                                                                            Manage agent sources

                                                                                                                                                                                                                                                            Assigning agents to an agent source
                                                                                                                                                                                                                                                            Requesting a new agent source
                                                                                                                                                                                                                                                            Reassigning an agent source
                                                                                                                                                                                                                                                            Unassigning an agent source

                                                                                                                                                                                                                                                            Reporting

                                                                                                                                                                                                                                                            Export your Interaction details from Creovai (IDR)
                                                                                                                                                                                                                                                            Knowledge Center