Users

Created on 2024-02-08

Last change on 2024-02-08

General information

Users play a crucial role in ensuring efficient operation and achieving business goals.
  • Operators utilize the web interface for handling incoming and outgoing calls, managing connections, and interacting with clients.
  • Interface users have access to client data, call history, inquiries, etc., enabling them to provide quality service.
  • Administrators can adjust system parameters, optimizing its operation according to business needs.
  • Users can utilize the interface to track call statistics, operator productivity, customer service levels, and other key metrics.
Providing a variety of access levels and functionalities in the web interface for different users helps improve workflow coordination and enhance the overall call center efficiency.

 

How it works

After creating a User and granting them appropriate rights by adding them to specific User Groups, an employee, upon logging into the System, will only have access to those elements in the System that were set in the User Group permissions. This allows them to work productively, having only the necessary tools.
 

Adding Users

To add a user:
1. Go to the Employees section.



2. Click the Add User button at the top right of the screen.



3. Fill in the required fields: Name, Login (please use only Latin letters and numbers), Password, Roles (an employee can belong to multiple User Groups simultaneously). To enable the employee to make and receive calls, you need to provide a work phone number in the Work Phone field. Optionally, you can fill in the Position field.



4. Once all the necessary fields are filled in, click the Add Employee button. The system will add them, and if everything is correct, they will appear in the list of employees.


 

Editing Users

To edit a user account:
1. Go to the Employees section.



2. Click on the pencil icon next to the user you want to edit.



3. In the opened window, change the necessary data and click the Save changes button at the bottom of the screen.



4. If everything is correct, the system will display a message that the User has been successfully updated.



Also, the System allows changing User Groups for multiple users simultaneously. To do this:
1. On the screen with the list of users, select those to whom you need to add a new User Group by checking the boxes and clicking the Bulk Edit Users button at the top right of the screen.



2. Select the User Group you want to add to the selected users.


 

Deleting Users

To delete users:
1. Go to the Users section.



2. Click on the trash can icon next to the Employee you want to delete.


It is also possible to delete multiple users at once. To do this:
1. On the screen with the list of users, select those you want to delete by checking the boxes and clicking the Bulk Delete Users button.


2. The system requires confirmation of the action. Confirm by clicking the Delete button, after which the system will delete the specified users.

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