Roles on recorded calls

Roles on recorded calls

You can add roles to employees on recorded calls. Only the administrator can change the roles of each employee. You can change the role in the part: Admin -> Users. To better understand the roles, here is their definition:

DEFAULT
- The employee can listen to all his calls
- The employee can listen to all the calls that have a linked call note
- The employee cannot listen to a call marked as private
- Example: a mechanic, even if he is in the "service" group, he will not be able to listen to other employees' calls

ALL to ON
- The employee can listen to all calls from all departments
- The employee can listen to all calls that have a linked call note
- The employee cannot listen to a call marked as private
- Example: a manager



GROUP to ON
- The employee can listen to all calls from the same department group
- The employee can listen to all calls that have a linked call note
- The employee cannot listen to a call marked as private
- Example: a salesperson cannot listen to calls from NIF / Parts / Service / Delivery / Shop


    • Related Articles

    • Creating and modifying a User

      1- Where to begin Click on the Admin tab then User. To be able to see the Admin tab, our user must have the Admin role. 2- Display Sorted by user name, first name, last name, department, active (checked) / inactive (unchecked) and the role of the ...

    • Create your technicians

      Before creating the schedule, you need your technicians or any other person to put on the schedule. Create a user for the technician and add some roles for the technical advisor/dispatcher. 1. Go to the Users tab. Only the ADMIN role can access it. ...

    • Associate a visit

      You see a passer-by in the store and you would like to notify the employee? This is possible in the Call Management interface. All persons having access to this interface, will be able to assign a visit. COLUMN You can associate a visit to a ...

    • Statistics

      1- Where to find the tab The tab Team / Call Manager / 2nd tab Statistics. 2- Graph of the day You can see the number of calls, calls in the queue, users' returns and returns from the queue. 3- Graph in two weeks We can see the number of calls, calls ...

    • Email/text preferences

      Are you tired of always rewriting the same message and always copying and pasting from your Word file? You can create your own predefined messages. You have to fill in the email and SMS boxes in order to make your message accessible. Each message ...