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Managing Parallel OPS Groups/Agents
Managing Parallel OPS Groups/Agents

Information on how to add/remove users to Parallel OPS Groups to enforce a daily cap of how many OPS can be pulled

Updated over 2 weeks ago

Must have the “Admin Permission - Manage Parallel OPs” skill group to be able to access this section in Admin View

Admin view now has a section that can limit how many accounts an individual user, or entire group, can pull from OPS each day. As users are added to a Parallel OPS Group, the group cap will be enforced from Midnight-Midnight each day. If an individual user is given an "Agent Cap" however, that number will be enforced.

How to Access

In order to see the "Manage Parallel OPS" section of Admin View, you must have the "Admin Permission - Manage Parallel OPs" skill group assigned

In Admin View, click on this icon and select either "Parallel OPs Agents" or "Parallel OPs Groups" as needed

How to Add/Remove Users to a Parallel Group

Adding/Removing users from a Parallel OPs Group can be done from either the Parallel OPS Agents page or Parallel OPs Groups page

  • From Parallel OPs Agent View

  1. Locate the user in the 'Name' column by either scrolling or using the filter to search

2. In the right side of the screen, select either the different group the user needs to be in or select the '--' option to remove them from their current group and click Save

  • From Parallel OPs Groups View

  1. Locate the group that the user is apart of in the 'Name' column and click to select it

  2. Adjust the right side of the screen from the "Details" view to "Users"

3. Use the "Assigned" tab to search for and select a user(s) and then click "Save" to Remove them from the group

4. Use the "Unassigned" tab to search for and select a user(s) and then click "Save" to Add them to the group

How to adjust individual users Cap without affecting their Parallel Group

If an individual user needs to be given a different cap from what is on their Group, simply adjust the "Agent Cap" as seen in Manage Parallel OPs - Agents

  1. Locate the user in the 'Name' column of Manage Parallel OPs - Agents by either scrolling or using the filter to search

2. In the right side of the screen type the desired Cap number in the "Agent Cap" and click "Save"

As you can see, even though this user is in a group with a cap of 999, their effective cap is now only 12

  • If the Agent Cap is set to 0, it will totally prevent the user from claiming OPS that day

  • If the Agent Cap is blank (--) the Group Cap will be applied

Troubleshooting

Issue

Cause

Resolution

  • User is not listed as a Parallel OPS Agent

  • They were simply never created or added to a group

  • if the user needs to be added to a group, simply search for them in the "Unassigned" tab of the Users list of that group

  • If the users needs to be given an individual Cap but not added to a group, please put in a Chat to App Support (Chat bubble in CRM) and one of our techs will gladly get them in place

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