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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.
 +
 {{:​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 paywhen 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。 +    * Prepaythe 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 admincan manage the whole team. 
-    * 用户需自行为其选择角色和所在团队。+    * Userhas 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}} 
 + 
 +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.
 +
 **View device:** **View device:**
 +
 {{:​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. 
 +
 **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.
 +
 **White list:** open the white list edit page **White list:** open the white list edit page
   ​   ​
en/module_manual/user/account.1386731336.txt.gz · Last modified: 2017/12/12 03:11 (external edit)
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