Giving agents access to DialSource

Classic

(V2)

Instruct your designated agents to click on either the Your Call Lists Tab or Manage Call Lists Tab. Afterward, you will navigate to the Manage Call Lists Tab and click on DialSource Configuration:

Next, click on User Licensing:

Then move your designated agents from the Available Users column over to the Licensed Users column and click on the Save button:

*If the number of assigned users exceeds the total number of available licenses for your org, then the licensing will not save*

Denali

(V3)

Instruct your designated agents to log into Salesforce. Afterward, you navigate to Setup in Salesforce and type “Call Centers” in the Quick Find search bar then click on the Call Centers hyperlink . Next, click on the DialSource hyperlink then click on the Manage Call Center Users button:

Click on the Add More Users button:

Filter all your agents designated for DialSource licenses. Afterward, click on the Find button then click on the Add to Call Center button to give agents DialSource licenses:

*If the total number of users in your Call Center exceed the number of available DialSource licenses then your Denali control panel will crash. Contact DialSource Support to check your number of available DialSource licenses*