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en:module_manual:user:account [2013/12/11 03:08] solo [Mandatory fields] |
en:module_manual:user:account [2017/12/12 03:05] (current) |
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| Click Add and open the account add page. | Click Add and open the account add page. | ||
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| {{:en:module_manual:user:account_add.jpg?768|Add Account}} | {{:en:module_manual:user:account_add.jpg?768|Add Account}} | ||
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| * **Monitor force:**Whether to record this account, disabled by default. | * **Monitor force:**Whether to record this account, disabled by default. | ||
| * **Limit Type:** No limit, Prepaid, Postpaid | * **Limit Type:** No limit, Prepaid, Postpaid | ||
| - | * 每个账户都会有一定的资金用于通话,当期资金不够时,是否可以继续通话,就要看本字段的设置情况。 | + | * Each account has a certain amount of money to call, when the money is used up, whether the account can continue making calls depends on this field. |
| - | * 无限制,对账户的使用情况没有任何限制。 | + | * No limit, |
| - | * 后付费,当账户资金不够时,允许其继续使用,但受额度字段规定的金额限制。 | + | * Post pay,when the money runs out, allows the account to continue calling, but cannot exceed the limit. |
| - | * 预付费,当账户资金不够时,不能继续通话,即必须预存话费。 | + | * Prepay,the account cannot make calls when the money runs out. You need to pay first. |
| - | * **ExportTime Limit:**当执行导出任务时,该账户是否收到系统中设定的导出时间的限制。 | + | * **ExportTime Limit:**When excute the export task, whether this account is limited by the time the system set. |
| - | * **Purview:**有系统管理员,团队管理员,普通用户可选; | + | * **Purview:**System admin, team admin or user. |
| - | * 系统管理员,默认得到系统管理员的角色,可以管理整个系统和系统下所有用户,这是最高级别的类型。 | + | * System admin, the highest level, can manage the whole system and all users. |
| - | * 团队管理员,默认得到团队管理员的角色,可以管理某个团队下所有的用户。 | + | * Team admin,can manage the whole team. |
| - | * 用户: 需自行为其选择角色和所在团队。 | + | * User: has to choose its role and team it belongs to. |
| * **Role:** give the account a role, and he will pocess all the permission of this role. | * **Role:** give the account a role, and he will pocess all the permission of this role. | ||
| ====Optional fields==== | ====Optional fields==== | ||
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| ====Advanced==== | ====Advanced==== | ||
| - | * **拨入费用:**当我们为坐席设定了[[zh:模块使用说明:呼入费率]]时,该字段将显示累计产生的呼入费用。 | + | * **Inbound credit:**When we set[[:en:module_manual:rate:agentrates]] for agents, this field shows the add-up inbound calls rate generated. |
| - | * **头 像:**可以上传一张该坐席的照片; | + | * **Picture:**upload a photo of this agent. |
| - | * **话 费:**此帐号累计电话费用总和; | + | * **Credit:**the add-up phone bill of this account; |
| - | * **成 本:**此帐号在本系统的成本费用; | + | * **Cost:** the cost of this account generated in the system |
| - | 点击 【保存按钮】 就可以成功添加这条信息了,这时会出现为该账号添加分机向导,见截图 | + | {{:en:module_manual:user:user-advanced.png?768|User Advanced}} |
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| + | Click save to add this message, and the page for adding a device for this account shows up, | ||
| {{:en:module_manual:user:account_created_device.jpg?768|Add Device}} | {{:en:module_manual:user:account_created_device.jpg?768|Add Device}} | ||
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| {{:en:module_manual:user:account_device_reload.jpg?768|Reload}} | {{:en:module_manual:user:account_device_reload.jpg?768|Reload}} | ||
| - | Click the banner, and the system shows reload succeeded. The banner disappears: | + | Click the banner, and the system shows reload succeeded. The banner disappears and give the information: |
| - | {{:en:module_manual:user:account_device_reload_success.jpg|Reload Success}} | + | |
| + | {{:en:module_manual:user:account_device_reload_success.jpg|Reload Success}} | ||
| =====Edit account===== | =====Edit account===== | ||
| According to the frequency of use, we have 3 wizard button for account type user: view device, add device, and config device. And other account types do not have them. | According to the frequency of use, we have 3 wizard button for account type user: view device, add device, and config device. And other account types do not have them. | ||
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| **View device:** | **View device:** | ||
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| {{:en:module_manual:user:account_view_device.jpg|View Device}} | {{:en:module_manual:user:account_view_device.jpg|View Device}} | ||
| This page requires all device brief information under this account. Click View detail, the page will turn to PBX->device, and edit page of this message will be opened. It is like editing the device in the device management page. | This page requires all device brief information under this account. Click View detail, the page will turn to PBX->device, and edit page of this message will be opened. It is like editing the device in the device management page. | ||
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| **Add Device:** same as click Add in PBX-> Device and add devices to this account. | **Add Device:** same as click Add in PBX-> Device and add devices to this account. | ||
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| Entering the number, and click Add Blacklist, and the number will be shown below. All the numbers in the black list cannot call into this account. | Entering the number, and click Add Blacklist, and the number will be shown below. All the numbers in the black list cannot call into this account. | ||
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| **White list:** open the white list edit page | **White list:** open the white list edit page | ||
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