User Management
The User Management section defines how agents, supervisors, and administrators are created, organized, authenticated, and granted permissions within the dialer system. It ensures proper access control, accountability, and operational efficiency.

List of Users
Within the side options bar, you will need to select the User Manager option. 

 

 Within the Users section, you will find several components that describe a user: 

 

 Portfoliod 

 Manual   Q ueue Selection 

 Profiles 

 Options ( Edit user & Deactivate User ) 

 Access Level and Rank 

 Manual Calls Only 

 User Information

Create User
In the upper-right corner, you will see a plus (+) icon. Click it to open a pop-up window where you can create a new user. 

 User ID: A unique number that identifies the user. 

 Full Name: The user’s full name. 

 Profile: The profile that will be assigned to the user. 

 Campaign: The campaign that will be assigned to the user. 

 Access Level: Defines the level of access granted to a user based on their role. 

 Password: A password that may be predefined or created by the user. 

 Active: Indicates whether the user profile will be active or inactive. 

 Save: Button used to save the user’s configuration settings.

Edit User
You will notice that the selected user has a gear-shaped icon; this is the option used to edit the user. 

 

 Once here, you will have a variety of options available to make any adjustments or modifications you may require for the user.

Delete User
To delete or disable a user, you only need to click the Disable User button.

How to assign campaigns
To assign a campaign, you will need to select a profile, and the user will automatically have access to all campaigns.