Collaboration Center

Agent Functionality

So you have run the CC2 Collab Center wizard and set up a contact or two with auto notifications to Collab Center and now you are wondering how you can access the site to see what's happening there. Here's how to access the Collab Center site from Paragon.

Additional Training Options:

 

How the Agent Accesses CC 2.0

Click on the Contacts main menu button on Paragon's home page.

Click View/Manage Contacts

       
 

Your contact list will open.

Select any contact who is receiving notifications via Collab Center by clicking on the contact name.

 

This will open the Contact Information menu and the Conact Activity page.

On the Contact Information menu, click on the Search Activity folder.

Click on the search name.

This will open the Saved Searches page for that contact.

 

Scroll down the page until you see the Site Information box.

 

Click on the View Site button.

This will open the CC2 Collab Center site for that contact.

 

Congratulations! You now you can access the Collab Center site for any contact to see the contact's activity.