• 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
                • Services & Support Documents
                  • Support
                    • Services
                      • Conversation Intelligence
                        • Agent Assist
                      • 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
                                                                                                                                                    • Services & Support Documents
                                                                                                                                                      • Support
                                                                                                                                                        • Services
                                                                                                                                                          • Conversation Intelligence
                                                                                                                                                            • Agent Assist
                                                                                                                                                          • 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