This article goal: to make a preliminary understanding of the function and use of the system can provide.

First of all, we need to create a team:

Add A Team

Accounts and permissions management - in the manage list on the left side, click Accounts and permissions management–> Team management, then you will enter the page of the figure below to add a team:

Teamname: the name of the custom team;

Identity: identify your own team so it can be distinguished from others;

Max Accounts: the maximum number of the accounts permitted in the team;

Max Agents: the maximum number of the agents permitted in the team;

Max Devices: the maximum number of the devices permitted in the team;

Max Queues: the maximum number of the queues permitted in the team;

Max MeetRoomNum: the maximum number of the conference rooms permitted;

Inside call: whether inside calls within the team is allowed;

Trunk Type: you can choose “trunk” or “trunk group” according to the situation;

Trunk is a line that can be allocated, such as voipstunt;

Trunk group consists of a few existing lines, arranging multiple trunks, so that the outbound calls will be able to choose an available trunk when the initial one doesn't work.

Trunk/Trunk Group: only the Trunk/Trunk group in the system will be listed when adding a team, which means the Trunk/Trunk group haven't been appointed to any team. Choose it only when you have one.

Agent play record: whether the call recordings can be played by the agents;

Display agent portal: There are two ways: one is to open a new page, and the other is to run in the current page. Which means, in the initial page of the agent working platform, when one opens the working interface, whether a new page of working platform is created or it just runs in the previous page.

Monitor force: whether to allow mandatory recording. Off by default;

Dial limit type: non-limit, postpaid or prepaid. Each account will have a certain amount of funds used to call. When money runs out, you can choose whether the calls can still be made or not. Non-limit means there is no limitation towards the calls;

Post-paid means the money spent cannot exceed the amount limit;

Pre-paid, when the money is insufficient, the calls can be made no more, which means you must pay the bill before hand.

Display Name: for controlling the name displayed in the agent platform;

Credit limit: the amount of money which a team can exceed.

* Items are obliged to fill, the rest can be filled out when you find it necessary. when you complete, click “Save” button.

After closing the team management page, you will see the data already added in.

Double-click the newly added data to edit the team.

The characters in black can be edited, and the grey ones are only for view. There are four more fields appearing in the edit page: Curcredit: The total amount of the cost since last time you have paid, whose rate is the team's rate accordingly. And this is how much the team should pay to the system. When the team account is adjusted, the Curcredit will be changed too.

Cost amount: The expenses of all the phone calls throughout within the team.

Customer cost amount: The telephone expenses of all customers in the team.

System cost: The cost of the team within the system, whose rate is the system's rate. Namely, the cost the phonecalls of the team create to the system. Curcredit, cost amount, and customer cost amount are not related to the team amount adjustment.

There are five more buttons appearing in the edit page:

Agent in team Click this button to open the Account and Rights Management → Agent Management interface, but this page will only show the agents of this team, equals to the agent management page. You can search by team.

Account in team: Click this button to open the Account and Rights Management → Account Management interface, but this page will only show the customers that belong to this team, equals to the account management page. You search by team.

Device in team: Click this button to open the PBX Management → Device Management interface, but this page will only show the devices in this team, equals to the device management page. You can search by team.

Edit blacklist: Click on the blacklist button, and the blacklist settings interface appears:

Enter the numbers, click [Add to blacklist] button, and all the numbers in the blacklist will not be able to dial in to your team.

Edit Whitelist: Click this button to enter the white list settings interface:

Enter the numbers, click the [Add to White List] button, and only the numbers in this list are able to dial in to your team.

* Continue to know Add Account**

en/newbie/add_a_team.txt · Last modified: 2012/08/13 09:03 by solo
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