What you need to know
Click the Settings link at the top right-hand side of the main page to configure various aspects of the Call Center application. To return to the main interface, click the Back To Application link.
NOTE: Do not use the internet browser’s Back button to return to the main interface.
This article provides details on the following Call Center Agent-related topics:
Help Topics
A. Managing Administrators in REP
The Enterprise Portal allows the creation of local or sub administrators who are responsible for specific functions. These administrators may be given permission to view and manage a certain site or certain functions in the portal but restricted from other Enterprise Sites or function.
To manage admins;
- Login to the Enterprise Portal.
- Go to the Profile option and select Manage Admins.
From here, you can see a list of all the admins created for your group. Please Note: Logins for additional administrators may have been already created having the same or fewer permissions as the Enterprise admin.
Creating an Administrator
- To create a new administrator login, click Create Admin.
- Enter the following information:
- Account Username – Used for the Admin to sign into the Enterprise Portal.
- Contact Information
- Address
- Sites assigned to the Admin
- Permissions – the following chart shows the control associated with each option in this section
|
Permission |
Action/Control |
|
Analytics |
Analytics in left tab |
|
Call Recording |
Call Recording in left tab |
|
Dashboard |
The Dashboard page |
|
Manage Admins in header bar |
|
|
Dashboard |
The default landing page showing |
|
Manage Admins |
Manage Admins menu item in top header bar |
|
Notes |
Notes in left tab |
|
Orders |
Orders menu item in header bar |
|
Profile |
Company Profile menu item in header bar |
|
Reports |
Reports in left tab |
|
Services |
Services in left tab and Assignments/List By Service |
|
SIP Trunking |
SIP Trunking in left tab |
|
User Assignments |
Assignments / List By Number |
Modify an Existing Admin
- From the Profile option, select Manage Admins
2. From here you can see all the admin user’s information. The following fields may be updated as needed. Hit Save to keep any changes made.
Admin Details
- Username – This is the login username for the admin. It may be changed if necessary. If changed. Hit “Save” to keep any changes.
- Parent User – The administrator which created this sub admin.
- Child User – Shows the sub administrators which have been created by this administrator.
- Disable Admin – Click to disable this administrator login.
- Reset Password – Click button to reset the admin user’s password. An email will be sent to the user with a temporary password which must be changed at next sign in.
- Name Information – The admin user’s first, middle and last name. These may be change
- Email – the admin’s email address.
- Business Telephone – The business telephone number of the administrator.
- Fax Number – The fax number for the administrator.
- Mobile Phone Number - The mobile or cellular number for the administrator.
- Home Phone Number - The home phone number for the administrator.
Main Contact
The Account Admin’s information. Changes may be made as required. A “*” indicates required information.
Address
This is the administrator’s physical or mailing address
Ownership
This screen shows the Sites which the administrator may manage. The Sites may be changed by checking or unchecking the left hand boxes next to the Site Name.
Sites may be found by using the Search bar tool at the top or page by page.
Permissions
The Permissions screen shows the Site features/function the Administrator may manage. See Section 3.1.2.6 below for descriptions of each function.
The Permissions may be changed as necessary.
- Click Save to keep any changes.