Management of agent authorization settings is performed on the Integrations Settings page.
The page is hosted in the Integrations section inside the Customer Portal and is accessible provided that control of agents settings is enabled by your role.
To add or authorize agents, click on the cogwheel on your Unbabel app and click Account setup;
Or login to your Customer Portal and click in Integrations;
And go to Settings;
You will see the agents and account settings on this page.
Authorizing agents and agent roles
The full list of known agents is provided below the general settings. Agents have their authorization status (green dot for authorized, yellow for unknown status, red for unauthorized), email and language settings displayed. Unauthorized agents won't have access to using Unbabel.
You can edit each agent's settings by clicking on the agents' email.
Tick the Authorized box to authorize the agent to use Unbabel.
By ticking the Authorized and Admin checkboxes, a current Portal admin can control whether an agent is authorized to use Unbabel and/or become an Integration admin (not to confuse with Portal admin) on his own as well.
You can add agents that are not on the list by clicking the ADD AGENT button at the top of the list.
This box will pop up the agent settings window. To add the agent, fill in the details and click ADD.
Importing from CRM
If you have multiple agents you need to add at once, you may wish to undertake the action in bulk. Click the IMPORT FROM CRM button.
Unbabel will fetch the list of agents from your instance and if it recognizes missing agents it will list them.
You can check/uncheck which agents you want to add (there is a select/deselect all button at the bottom of the list) and immediately define their language settings before adding them. Agents added this way are automatically authorized.
For the time being, it is not possible to delete agents from the list. If you wish to revoke access to an agent, uncheck the box next to Authorized in this menu. If you really need to have the agent's email removed from the list, reach out to our Customer Happiness Team.
If you are having trouble finding the agent's email, changing the authorization status or if you see that the changes are not producing any effect, please reach out to us with the agent's email at email@example.com.