Onboarding Process
Please follow the below steps to successfully onboard an agent
- Before onboarding an agent make sure the checklist is followed using the link https://help.babelforce.com/hc/en-us/articles/360043972711-Onboarding-checklist-for-managers-and-agents-
- Ensure that Bria Licences are ordered using this link https://help.babelforce.com/hc/en-us/articles/360040629192-Ordering-and-cancelling-licenses-SIP-IDs-and-Bria-Enterprise-
- Next, the agent needs to be synchronised from:
Kustomer.com Here
Zendesk Here
Freshdesk Here
Zoho desk Here
- The agents numbers (using the provided SIP id) can be updated on babelconnect by following the article https://help.babelforce.com/hc/en-us/articles/4410103310100-Showing-only-team-relevant-numbers-in-the-babelConnect-app-
- Check if all the agents have manually reset their password via babelConnect app post synchronisation https://help.babelforce.com/hc/en-us/articles/4410017630356-How-to-reset-your-Bria-Enterprise-password
Error scenarios
The agent tried to reset the password via Bria but no temporary password arrived:
- Check if the agent has been provided with Bria using this sheet https://docs.google.com/spreadsheets/d/1rPxkztaPhNhtntslNOuqF8OtdTPclnYfOL-Pjc_1vgI/edit#gid=0
- If this doesn’t solve the issue, find a temporary Bria password for the agent in the sheet above and login here: https://ccs3.cloudprovisioning.com:18082/userportal/login.html
- Also, following the steps mentioned in the article to troubleshoot any issues faced by a newly added agent here https://help.babelforce.com/hc/en-us/articles/4402704846356-Troubleshooting-Agent-onboarding
The agent tried to reset password via babelConnect but didn’t receive a link
- Have the agent check spam
- Ensure the agent has been synchronized from
Cancelling Process
- Remove the agent from the babelforce manager by following the steps mentioned Here.
NOTE: This step is optional but nice to have to have an organized infrastructure and also for security reasons.
- Fill out the form using the link to request for cancellation of licenses (SIP IDs) and Bria Enterprise Here
