Article #: 64

How To: modify an existing Wallboard

Similar questions: edit an existing Wallboard, change an existing Wallboard, modify an existing Wallboard, create a new Wallboard, delete an existing Wallboard, edit a Wallboard, export a Wallboard, open a Wallboard, delete a Wallboard, share a Wallboard

Purpose: demonstrate how to modify an existing Wallboard

Steps

1. Web to Xima CCaaS with the URL that has been provided (i.e., example.xima.cloud)
2. At the login screen, enter Username and Password and hit Login
3. Along the left-hand side in the navigation pane, select Realtime (upward arrow icon)> Realtime Wallboards
4. Locate the tile of the Wallboard you would like to edit and click on the associated three dots icon.
5. Click Edit.
6. Your Wallboard as it currently exists will appear and you can each individual widget as you see fit.
7. For example, if you do not want to see what agents are available and that widget information is currently set up, click on the widget and a sidebar will appear on the right side of the screen.
8. Here you can edit the widget to display more pertinent information. Click Apply to save widget changes.
9. If you want to delete a widget, hover over the top right corner of the widget until an associated three dots icon appears. Click on and click Delete when the dropdown appears.
10. To change the look and aesthetics of the Wallboard, click on the three dots icon located in the top right hand corner of the screen.
11. A dropdown menu will appear. Click on Edit Wallboard.
12. A window called “Edit Wallboard” will appear. Here you can change the title, background color, background image, and much more about the aesthetics of your Wallboard. Click Apply when done.
13. Click Save and Edit.