Granting DCA access on sub-accounts

The steps which need to be taken to create a DCA Service are:

1. Setting up DCA on the customer Account

2. Create Agent(s)

3. Create Skillset(s)

4. Add Agent(s) to SkillSet(s)

5. Create a DCA Service

6. Saving and Activating a Service with DCA

It is recommended that all of the resources required to create a DCA Service (Skillsets and Agents) are done so against a particular account.

Doing so will make the management of these resources easier, even if the customer does not have access to manage these themselves. It will also mean the maximum number of Agents they can have signed in can be set at their account level. For steps 2-6 above, see the Creating DCA Services section of the main user guide.

To grant permission for DCA to one of your sub-accounts in the Advanced Services Portal, login at your account level and go to the Accounts screen. Select the account of the customer you wish to give this service to.

If you have the DCA permission enabled on your account you will also have the option to pass the permission onto any sub-accounts beneath you.

You can do this by enabling the 'DCA Access' option under the Permissions tab in the Settings menu for the relevant sub-account - this will then present a Max Signed In Agents box in which you can set the maximum number of Agents associated with this account that can be signed in concurrently:

The overall maximum signed in Agent limit is derived from the main Service Provider account - you cannot input a value greater than this limit in the 'Max Signed in Agents' field.

It is possible to oversubscribe the accounts beneath the parent account but you must be mindful that the overall Service Provider account limit may be breached before the individual sub account limits are reached. See Service Designer - DCA (Dynamic Call Agent) for more information.

Next go to the Service Manager Permissions option on the left-hand menu in the Accounts screen (for the sub account you are giving DCA to) and review the permissions in the 'Dynamic Call Agent Node (DCA)' and check all the permissions have been granted that you wish to give the account:

Press any changes you make to the permissions.