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To access the calendar, select the calendar icon in the top right corner of the dashboard.
Upon entering the calendar, the current month is displayed by default along with any or all leads set as a Private Callback on their rightful dates with their scheduled times.
Depending on the type of user privilege viewing the calendar, it will change in appearance.To see a different month, click the left or right arrow until you have selected the desire month. To go back to the current month, click
Adding events to the calendar
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The calendar view for every user will vary depending on the role assigned to that user. There are three possible roles that a user can be assigned to when created by the admin. The three roles are caller, manager and owner.To learn more about roles and type of user, click User Management
The caller role in the DaFeeder is a basic one where most privilege is limited and the only callbacks visible on his/her DaFeeder is his/her own ones. A caller user will not be able to view any other user's callbacks in their calendar as they do not possess the necessary privilege. An example of the calendar view of a caller user is shown below. All the private callbacks privates callback appearing in this view is his/her own.from one single caller and they are marked in green
Privilege: Manager Calendar View
A Manager role inside the DaFeeder will provide the user with the necessary privilege to view some of the agentsagent's callbacks in their calendar provided that the agents are assigned to this manager. To assign an agent to a manager, follow the following documentation on User Management under the Assigning Agents section.
After having assigned the relevant representatives to the manager, the manager can now view the representativesrepresentative's scheduled callbacks as well as his own in his calendar now. Callbacks that are his will be in green whilst the ones for his representatives will be in blue as shown in the example below.
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