Add Omni Supervisor to the Salesforce classic console to get your supervisors up and running.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To set up Omni-Channel and manage apps. | Customize Application |
Before adding Omni Supervisor to the console:
- Make sure you have Omni-Channel enabled and ready-to-go with service reps and queues running.
- Make sure you have a working console app.
Note Omni-Channel works better and has more functionality in Lightning Experience. Try
Omni-Channel in Lightning Experience instead!
- In Setup, enter Apps in the Quick Find box, then select Apps.
- Click Edit next to the classic console app that you want to add Omni Supervisor to. Or, create a new console app. We recommend creating a profile for your supervisors so you can customize a console just for them.
- In the Choose Navigation Tab Items section, add Omni Supervisor to the Selected Items list.
- Select the profiles you want to assign to this Supervisor-enabled console. The users in the selected profiles must have tab visibility in order to view Omni Supervisor in their console.
- Click Save.
Verify that Omni Supervisor is in the console by opening the console and viewing the tab selections. You should see the option Omni Supervisor.