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Account management
Users, access and best practice
15 articles
User management
How to add and manage agents or admins
How to add agents
How to manage admin access and permissionsHow to add a manager and control their ability to edit or view team data
How to assign skills to agentsLearn how to use skills to improve your scheduling
How to onboard or offboard agentsHow to use start and end dates to streamline team changes
How to collect working availabilityLearn how to collect and use your team's availability when scheduling
How to add agents from DialpadLearn how to add your Dialpad users into Surfboard
Tips
Tips for using the platform
Tips for using Surfboard with multiple team leadsHow you and your team leads can best collaborate within Surfboard
Tips for moving a surfer to another team
How to see times in 12hr clock (am/pm) or 24hr clockHow to view times in Surfboard to match your preferences
How to ensure continuity during downtime
About Surfboard’s transition to Dialpad WFMRead about upcoming changes to Surfboard