Configure internet explorer

The configuration requirements for Internet Explorer differ slightly, depending on whether the agent account type is Agent or Agent Supervisor. The following table is a list of Internet Explorer configuration requirements for Agent and Agent Supervisor accounts.

Agent Agent Supervisor IE11 Configuration Task

X

X

X

For both Agent and Agent Supervisor accounts, you must disable Internet Explorer's SmartScreen Filter feature.

To disable SmartScreen Filter for Agents and Agent Supervisors:

  1. In Tools, choose Internet Options, then click the Advanced tab.
  2. In the Security area of the Advanced tab, clear the Enable SmartScreen Filter check box to disable the feature.

 

X

X

For Agent Supervisor accounts, you must disable file download prompts in Internet Explorer.

To disable download prompt for Agent Supervisors:

  1. In Tools, choose Internet Options, then click the Security tab.
  2. In the Security tab, choose the Internet or Trusted site zone.
    For information about security zones, see Managing Agent Browser Security Zones.
  3. In the Security tab, click Custom Level, then in the Download section enable Automatic Prompting for File Downloads.

X

X

X

For Agent and Agent Supervisor accounts that use CRM integration, such as Salesforce and NetSuite, you must disable pop-up blocking and all Internet accelerators in Internet Explorer.

To disable pop-up blocking and Internet accelerators for Agent and Agent Supervisor accounts that use CRM integration:

  1. In Tools, choose Pop-up Blocker, then choose Turn Off Pop-up Blocker.
  2. In Tools, choose Manage Add-ons, then in Accelerators right-click each accelerator and choose Disable.
X X X In Internet Explorer, you must turn off compatibility view.

To disable compatibility view for Agents and Agent Supervisors:

  1. In your browser session, tap or click Tools, and then tap or click Compatibility View Settings.
  2. Disable all compatibility view settings.