In order for agents to make use of CRM features a bolt-on must be provisioned and assigned to them. Bolt-ons are provisioned through the Gamma Portal and they can be assigned to the required users via Horizon.

Note: This article focuses on assigning bolt-ons in Horizon. For help provisioning bolt-ons please refer to the Horizon Accreditation on the Gamma Academy.

Assigning bolt-ons to existing users #

1. Log into your Horizon company
2. Select the Users tab
3. Click edit next to the relevant user
4. Select the Services tab
5. In Optional Extras, tick the checkbox next to the relevant bolt-on
6. Click Save
7. The bolt-on will be assigned to the user

Assigning bolt-ons when creating users #

1. Log into your Horizon company
2. Select the Users tab
3. Click Add
4. Fill in the users details and progress to the Assign Services section
5. In Optional Extras, tick the checkbox next to the relevant bolt-on
6. Continue with the user creation
7. The user will be created and the bolt-on assigned

Contact Configuration #

Once the user is saved with a bolt-on, they will automatically be assigned with an agent role in Horizon Contact which enables them with the CRM bolt-on. The user will then be able to log into the Horizon Contact integration window with the selected CRM.