Add Command Center for Service to an app in Lightning Experience 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-Channel to a Lightning Service app:
- Make sure you have Omni-Channel enabled and ready-to-go in Lightning Experience, with service reps and queues running.
- Make sure you have a working Lightning app for service.
Note You can add Command Center for Service to an app that uses either standard or console navigation. Only
status-based capacity models work with standard apps. Tab-based capacity models don’t work in
such apps.
- In Setup, enter Apps in the Quick Find box, then select App Manager.
- Click the dropdown next to the Lightning app you want to add Command Center for Service to, then click Edit. We recommend creating a profile for your supervisors so you can customize an app just for them.
- If the app doesn’t already include Omni-Channel, add Omni-Channel under Utility Items.
- Under Navigation Items, add Command Center for Service to the Selected Items list.
- Under App Options, select Use Omni-Channel sidebar to use the Omni-Channel component in a sidebar layout instead of in the utility bar (optional, but recommended).
- Under Assign to User Profiles, select the profiles you want to assign to this Supervisor-enabled app. The users in the selected profiles must have tab visibility in order to view Command Center for Service in their app.
- Save your work.
Verify that Omni-Channel is in the app by opening the app and viewing the tab selections. You should see the Command Center for Service option.