To create a Designer Desktop:

  1. Access Designer.
    The Designer window appears.
  2. Click Desktops > DESKTOPS, and then click New.

    The New Desktop window appears.

  3. Specify values in the fields.

    • Name: Name to identify the Designer Desktop.

    • (Optional) Description: Description of the Designer Desktop.

      The Type field displays Agent by default.

  4. Click Save.
    The Designer Desktop is created, and the Design subtab is displayed. You can create a Designer Desktop on this tab.

    By default, the Designer Desktop's initial page is created and active. The initial page represents the first page that appears when an agent logs in to the Designer Desktop.

Show Me How

This video provides an overview of the steps for creating a Designer Desktop, which you then use to create an agent desktop.