The User Management page is designed to add and view all users. On the User Management page all active and fired DaFeeder users can be reviewed. Within the User Management page some information can be modified for users after creation such as changing a password.
User Management page can be found by navigating to System >> User
In the Users section a new users can be added under Add User by filling in the following fields:
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Optional for the user to receive Slack notification. To get a Slack ID or member ID navigate to the user's Slack Profile & Account >> More action >> Copy member ID
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Choose the level of access the user should be assigned from the drop down menu
- Caller: it's set by default. Limited settings privilege. Able to make calls and can only see their own calendar
- Manager: able to manage campaign settings (add and list campaign, and manage Provinces recording). Can see other Caller Agents calendar
- Owner: full control in the DaFeeder. Able to manage all campaign and system setting
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Fields marked with * are required fields. |
Below Add User is Extension Registration, and this includes the Extension number and an optional extension password.
When all the required information is filled in, click on Add User to save.
User Search
In User Search access quick search for a user by typing in their name or extension and any active profiles containing the searched criteria will be displayed. If searching for a fired user Fired User field will need to be expanded to display results.
Active Users
Under the Active Users this will display all the active profiles in DaFeeder. This section will not display any inactive user profiles.
Fired Users
This section displays all fired users in DaFeeder. When a user is fired, they will not be able to login into the DaFeeder and their private callbacks will go back into the campaign as public callback.
To reinstated a fired user, select their profile and change the fired user's password, this will activate the account again.
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Billing is based on Active user accounts. Fired Users will not be billed. |
Edit User
By selecting a specific user, the Edit User window will popup and here an the user can be edited, fired, assigned agents or assign new agents and view user management history.
To change the password for the user, you must type the desire password and then click the (Change) located next to Password
Assigning Agents
If you want to to assign an agent or agents to a manager, select the manager who requires this access and look for the Assign Agents section. In the list of agents available, select all the representatives the manager should be able to view their callbacks. This will allow the Manager to track all call back from the Agent.
Example: the User Example Caller will see the call back that Agent MeloTel Support sets on the calendar.
The User Management History indicates any changes that occurred to the specific user, displaying the date of the change, by who and what type of change.
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