Create profiles for other people

Team Leaders and Admins have the ability to create profiles for individuals within their organization. This approach is particularly beneficial for smaller teams or those that adhere to strict profile standards. For larger teams, it's easier to send invitations to individuals, allowing them to create their own profiles.

It's important to note that manually creating a large number of profiles by an Admin can be time-consuming and requires having all necessary information for each profile at hand. Certain fields are mandatory, so ensure the profile creator is equipped with all the required information before starting the process.

If you choose to use this method, Medallia suggests creating all Admin and Team Leader profiles first. This strategy simplifies the process of establishing the correct team hierarchy when adding Team Members later.

On the Settings screen, click Manage Team.
In the Add/Edit Team Members dropdown, select either Create team leader or Create team member, depending on the role of the person you are adding.
If you are creating an Admin profile, select Create team leader.
Select a License type for the user.
For most users, select Standard. If your company has purchased additional flexible seats, select Flexible if you want to this user to occupy one of those seats.
Note: Flexible seats are specifically for part-time or seasonal Team Members, and are charged monthly at a small premium to supplement your standard seats. You can activate and deactivate profiles using flexible seats according to your specific needs. For more information, contact your Agent Connect Client Success Manager.
Enter the user's basic profile information.
- First Name and Last Name
- State or country where they work
- Profile description that provides some information about the user
Click Upload Image, and then select a picture to use as the user's Profile Image.
Profile images must be in PNG, JPEG, TIFF, or BMP format.
If this profile is for an Admin user, turn on the Company admin field.
Enter the name of the user's Team Leader.
Team Members report to Team Leaders. Typically, Team Leaders report to Admins, but they can report to another Team Leader.
Select one or more channels the user will use to interact with customers.
Options are:
- Phone interactions
- Chat interactions
- Email interactions
Select the Employment status of the user.
Enter one or both of the user's Email address and Employee ID.
The profile must have at least one of these fields filled in, otherwise the user cannot sign in to Agent Connect. If you do not provide an Email address, you must provide a Temporary password the user can use to sign in.
Optional: Enter values for any of the following, if needed:
- Hometown — The user's place of residence.
- Employment status — Select from Full-time, Part-time, and Temp.
- Start Date — The date the user started (or will start) working at your company.
Click Create.

The profile is now active and available to the user.