Select Administration | Workspace from the FootPrints Toolbar.
Select Agent Preferences Templates under the Roles heading in the main frame.
Select a template to edit from the Current Templates drop-down in the Create/edit Templates section, and then click the Edit button .
You can change the name of the template in the Template Name field under Edit Template.
In the Default Page for Current Workspace, select an option.
In the Homepage section, set the following preferences:
Number of Columns for the Dashboard-- Select the number of columns to display on the Agent Dashboard from the Number of Columns for the Dashboard field. For a complete description of the options in this section, refer to the Dashboard section of the Homepage Preferences topic.
Set the preferences for the Dashboard item(s) that are displayed above the list of Issues on the Agents' homepages. For a complete description of the options in this section, refere to the Dashboard section of the Homepage Preferences topic.
Set the preferences for the list of Issues that is displayed in the main frame of the Workspace homepage. For a complete description of the options in this section, refer to the Homepage Preferences topic
In the Issues section, select the preferences for how Issues are displayed, whether spellchecking is enabled in the Description section of Issues, etc. For a complete description of the options in this section, refer to the Issue Page Preferences topic. The only exception is that the Agent Preferences Template does not include the Quick Descriptions/Signatures option.
In the Security section, the
security option restricts others from updating an agent's assigned
Issues (for example, if the agent is away from his or her desk) by requiring a password.
If enabled,
a password is required each time the agent creates or edits an Issue. Refer to Security Preferences for complete details.
In the FootPrints Syncsection, specify whether the role(s) to which this template applies use the FootPrints Sync feature or one-way synchronization with Outlook. From the link, you can customize the FootPrints Sync options. Refer to FootPrints Sync for complete details on the settings that apply to this feature.
In the Instant Talk section, choose whether to allow customers to initiate an Instant Talk session with the agent. If Instant Talk is set to Not Allow, the agents are still able to initiate Instant Talk sessions with one another.
Note
This option only applies if Instant
Talk is enabled.
When your edits are complete, enter the password in the Apply Changes section, and then click the Save button. This saves the changes to the template.
Note: Any changes you have made at this point do not apply to existing users. To update existing user preferences with your changes, return to the Agent Preferences Templates page. Refer to the Assign Template to Role topic for details.