Logging in to Avaya Workspaces for CRM

Last Updated : Nov 08, 2024 |

About this task

You can log in to Avaya Workspaces for CRM using your Avaya Workspaces for CRM username and password. These login details are usually not the same as your CRM login details.

After logging in to Avaya Workspaces for CRM, you can activate your profile to receive customer interactions.

Note:

If you open the agent dashboard in another browser or tab after you log in, the session in the original browser or tab will end.

Before you begin

Ensure that you are logged in to your CRM.

Ensure that you configured the browser settings as recommended. For more information about the browser settings, see Avaya Experience Platform™ Public Cloud Solution Description.

Procedure

  1. At the bottom of the screen, click CCaaS Workspaces for CRM.

    The product name can vary.

  2. Click Accept.
  3. Do one of the following:

    • To log in to Avaya Workspaces for CRM directly, type your username and password in the Username and Password fields. Click Sign In.

    • Click your CRM logo to log in using your username and password. Avaya Workspaces for CRM displays the single sign-on page.

  4. On the Activate Agent page, select an emergency location when you log in for the first time.
  5. Optional To activate your profile in Avaya Workspaces for CRM, click Activate.

    Avaya Workspaces for CRM displays the welcome page and an interaction area with Start Work options. Avaya Workspaces for CRM recognizes that you are present but not ready to accept customer interactions. For example, you might be taking notes or compiling reports.

  6. Click the Start Work option that an account administrator configured.

    You can receive customer interactions when your agent state is set to Ready.

Related information
Selecting an emergency location