With the Live Experience profile created, you need to assign the profile to agents
for access to Live Experience.
You can assign the profile to existing accounts, or you can assign the profile as
part of creating new accounts. This procedure takes you through the process of creating
a new account that uses the Live Experience profile you created earlier. For more
information on provisioning B2C Service users, see Add or Edit a Staff Account in your B2C
Service documentation.
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In the B2C Service Agent Desktop, expand , and then double-click Staff Accounts by
Profile.
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Click New on the ribbon.
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Enter field information.
Staff Account Details
Field |
Description |
User Name
|
Enter the email address for the account. |
First Name |
Enter the first name. |
Last Name |
Enter the last name. |
Display Name |
Enter the display name. |
Profile |
Click the Search icon next to this
field to open the Profiles window. Select the LX Associate
profile and click OK. |
Group |
Click the Search icon next to this
field to open the Account Groups window where you assign the
staff member to a group. See the B2C Service guide to create
a new Group if needed. |
Default Currency |
Click this drop-down list to select the currency you want
to associate with the staff account. The United States
dollar (USD) is the only currency option in this menu until
you add others through the Currencies editor. |
Default Country |
Click this drop-down list to select the country
associated with this staff member. |
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Click Save.
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When prompted, enter a password for the new account.
What to do next
There's no need to create accounts in Live Experience.
Accounts are automatically created in Live Experience each time a new B2C Service agent
whose account includes the Live Experience profile logs in and opens the Live Experience
Associate Desktop extension the first time. See Add Your Agent Browser UI Address as an Allowed Domain for next
steps.