3 Accessing CX for Utilities Agent Service

When you log into CX for Utilities Agent Service, by default you are brought to one of the following tabs, depending on your role:

• Person and Premise Search: Agents are brought to the Person and Premise Search tab by default when they log in.
• Work Queue: CSR Managers are brought to the Work Queue tab by default whey they log in. Additionally, CSR Managers also have access to the Article Configuration tab.

Note:

System administrators can change the default landing tab by role or by user as needed, using profile options.

Be aware that some users might also be set up with roles associated with CX for Utilities Sales, which can result in the display of additional tabs, such as the Business List, at the bottom of the page.

Access Agent Service

To access the experience:

1. From the Oracle Fusion Home Page, click the Service option at the top of the screen.
2. From the Service portal, click the Utility Accounts button. By default, the system displays the Person and Premise Search tab for agents and displays the Work Queue tab for managers.
3. System administrators can change the default landing tab by role or by user as needed, using profile options.