Hours by Day
Activity Breakdown (Week)
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Agent View
See Tracktivities the way an agent does — leader tabs and upload panels hidden. Your access is unchanged; this only changes what is on screen.
Team Hierarchy
Who reports to whom, and who isn't placed yet.
Agent Roster & PINs
Reassign Agent
Change an existing agent's FSL or FTA assignment.
Reset Agent PIN
Clears an agent's PIN from the database. They'll be prompted to set a new one on next login.
Add New Agent
Name saved in ALL CAPS. Assign FSL and FTA before adding.
Removing an agent hides them from login. Their data is preserved.
Ask JY — Needs Review
Questions Ask JY could not answer well. Teach it once and every agent gets your answer from then on.
Ask JY Pilot Access
The Ask JY tab only appears for people on this list. Everyone else never sees it.
Leadership Team
Promote an agent to FSL or FTA, or remove someone from leadership. Leaders sign in with their own PIN — no separate password.
Promoted leaders keep their agent login; leader access is added on top. Assign their team using Reassign Agent.