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:
Field | Description |
---|---|
First Name* | User first name |
Last Name* | User last name |
Email* | Must be an email address |
Username* | Create a username for the agent to login using. Recommended format for username is the first and last name with no space between. The input value can only contain alphanumeric characters. Example: stevemartin, morganfreeman, etc. |
Password* | Create a strong password to login using for the new user. It is suggested to use a strong password with at least six characters that are a combination of letters in both uppercase and lowercase, numbers and symbols. |
Slack User ID | 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 >> |
Privilege | Choose the level of access the user should be assigned from the drop down menu
|
Language Barrier Queue | Default it's NO, but if the User can speak in another language select YES. For more information about Language Barrier Queue click here |
Fields marked with * are required fields.
Below Add User is Extension Registration, and this includes the Extension number and an optional extension password.
When you have all the required information filled in, click on Add User to save.
User Search
In User Search you can quick search for a user by typing in their name or extension and any active profiles containing the searched criteria will be displayed.
Active Users
Under the Active Users this will displays all the active profiles in DaFeeder. This section will not display any inactive user profiles.
Fired Users
This section displays all inactive profiles or fired users in DaFeeder. When a user is fired, he/she will not be able to login into the DaFeeder and his/her callback will go back into the campaign as public callback.
To reinstated a fired user, you only need to change the fired user password and this will activate the account again
NOTE: a Fired User will not be billed
Edit User
By clicking a specific user, the Edit User window will pop and in here you can edit, fire, assign or view 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.