Managing Advisors in Engage

Adding a new Advisor

  1. Navigate to the Advisor Center (i.e., TargetX Builder > Engage tile).
  2. Click on the for the room where you want to add an Advisor.
  3. Click on the Room Settings icon ( ).
  4. In the Advisors section, click the  to move an Advisor from Available Advisors to Advisors in Room. In order for Advisors to display as available in Engage, they must be assigned to the TX Engage Advisor permission set. For details on assigning this permission set, see Configuring Advisors to use Engage.
  5. Click Update then Back to return to the Advisor Center.

Notes: 

  • For a user to see the room, they MUST be added to the Advisors in Room list.
  • You can assign Advisors to multiple rooms. When an Advisor logs in, they will see any rooms to which they are assigned and can select which one they are ‘available’ in by clicking on the.