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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:

FieldDescription
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

  • 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

Language Barrier QueueDefault 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.




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