Differences
This shows you the differences between two versions of the page.
| Next revision | Previous revision | ||
|
en:module_manual:user:team [2013/06/19 10:43] shixb created |
en:module_manual:user:team [2017/12/12 03:05] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ======团队管理====== | + | ======Team management====== |
| - | 团队你可以理解为一个个互不相关的公司, 每个团队都可以有独立的分机号码 坐席号码 费率。而坐席 分机 队列等任何对象都是需要属于一个团队，因此设置系统的第一步应该是添加一个团队。 | + | You can regard teams as individual companies, and each team has its own extensions, agent numbers and rate. And agents, devices and queue should belong to a team. So the first step to configure the system is to ad a team. |
| - | =====团队添加===== | + | =====Add team===== |
| - | 点击左侧菜单的 [[:zh:模块使用说明:账户和权限管理]] -> 团队管理，进入管理页面，点击“添加”按钮,系统将弹出添加的窗口,如图所示 | + | |
| - | {{:zh:模块使用说明:团队管理_添加团队.jpg|添加团队}} | + | In the menu on the left, [[:en:module_manual:user|User]] -> team management, and click add, |
| - | ====必填项目==== | + | {{:en:module_manual:user:team_add.jpg?768|Add Team}} |
| - | * 团队名称: 为该团队起一个名称，该名称仅用于显示，例如：速维科技 | + | ====Mandatory fields==== |
| - | * 唯一标识: 唯一标识是用于在系统内标记该团队, 唯一标识填写不能与其他团队的标识重复 并且只能由数字或字母组成 | + | |
| - | <note tip>唯一标识创建后是不可以修改的</note> | + | * Name: give the team a name to identify it. |
| + | * Identity: This is the unique identity of the team in the system, cannot be repeated, and consists of only letters and numbers. | ||
| - | * **最大账号数目:** 设置该团队下最多可以创建多少个账号 | + | <note tip>Once set, the identity cannot be changed.</note> |
| - | * **最大坐席数目:** 设置该团队下最多可以创建多少个坐席 | + | |
| - | * **最大分机数目:** 设置该团队下最多可以创建多少个分机 | + | |
| - | * **最大队列数目:** 设置该团队下最多可以创建多少个队列 | + | |
| - | * **最大会议室数目:** 设置该团队下最多可以创建多少个会议室 | + | |
| - | * **对象:** 设定该团队外呼时使用中继或者中继组，在该选项后面的 中继/中继组 中，系统的所有呼叫都会送到相应的中继/中继组中 | + | |
| - | ====可选项目==== | + | |
| - | * **内线互相呼叫:** 该团队内的分机是否能够通过拨打分机号互相通话。 | + | |
| - | * **坐席通话记录:** 控制当前团队下的坐席在坐席工作平台上是否可以查看录音。 | + | |
| - | * 无权限 ：坐席不能查看自己的通话记录情况 | + | |
| - | * 通话记录和录音 ：坐席可以查看通话记录也可以在线收听和下载录音 | + | |
| - | * 通话记录 ：坐席仅能查看通话记录 不能在线收听和下载录音 | + | |
| - | * **强制录音:** 选定了强制录音 则该团队下所有账户和分机，无论是否设置了录音，拨出或是拨入时都会被录音 | + | |
| - | * **付费方式:** 可选项为无限制, 后付费, 预付费 | + | |
| - | * **额度限制:** 如果付费方式选择的预付费那么需要在这里设置额度限额, 当该团队产生的通话费用超过该限制时 该团队内的分机将不能使用 | + | |
| - | * **显示名称:** 设定一个友好的显示名称, 这个名称将在坐席登入时显示, 该字段的最长长度为15个字符 如图 | + | |
| - | {{:zh:模块使用说明:团队显示名称.jpg?768|}} | + | * **Max Account number:** The max number of accounts can be set up under this team. |
| + | * **Max Agent number:** The max number of agents can be set up under this team. | ||
| + | * **Max device number:** The max number of devices can be set up under this team. | ||
| + | * **Max queue number:** The max number of queue can be set up under this team. | ||
| + | * **Max meet room number:** The max number of meet room can be set up under this team. | ||
| + | * **Trunk:** Set the trunk or trunk group for this team's outbound calls. Selecting trunk or trunk group, then all calls will be sent to this trunk. | ||
| + | ====Optional fields==== | ||
| + | * **Allow internal calls:** Whether allow the devices under this team to make internal calls. | ||
| + | * **Agent REC file access:** Whether the agents have the access to viewing the recording files. | ||
| + | * No access ：Agents cannot view their records | ||
| + | * CDR and Recording ：They can check their CDR and listen to or download their recordings. | ||
| + | * CDR ：：They can check their CDR, but cannot listen to or download their recordings. | ||
| + | * **Monitor force:** All accounts and devices will be recorded. | ||
| + | * **Limit Type:** Options are no limit, post-pay, pre-pay | ||
| + | * **Credit Limit:** When limit type is post-pay or pre-pay, you need set a credit limit | ||
| + | * **Display name:** give a friendly name to be shown on the agent login screen，can be up to 15 characters long. | ||
| - | * 公司LOGO: 设定一个LOGO，该LOGO将在坐席登陆后显示出来 | + | {{:en:module_manual:user:team_for_agent_portal.jpg?768|Team Show Name}} |
| - | * 说明: 这里您可以添加一些备注说明 | + | |
| - | ====高级资料==== | + | |
| - | {{:zh:模块使用说明:账户和权限管理:团队管理_高级资料.jpg|}} | + | * LOGO: a company logo will be shown after the agents log in. |
| + | * Note: you can add some note for the team | ||
| + | ====Advanced==== | ||
| - | * **公司名称: **如果将团队做为一个公司来使用，那么可以记录该公司的名称 | + | {{:en:module_manual:user:team_advance.jpg?768|Team Advance}} |
| - | * **公司地址: **记录公司的地址 | + | |
| - | * **公司邮箱: **公司的企业邮箱 | + | |
| - | * **管理员联络电话: **负责人的联系电话 | + | |
| - | * **管理员联络EMAIL: **负责人的email邮箱 | + | |
| - | * **事件接收地址: **设置团队事件的接收地址 用于接收团队事件 | + | |
| - | * **验证字符串: ** | + | |
| - | * **团队互拨前缀: **在系统内从其他团队拨打该团队内线号码时，应当增加此前缀 | + | |
| - | * **语音邮件发送方式: ** | + | |
| - | * **模版名称: ** | + | |
| - | * **当前费用: ** 当前团队产生的费用 | + | |
| - | * **话费总额: ** 当前团队的话费总额 | + | |
| - | * **客户话费总额: **按分机费率统计的该团队下所有通话产生的费用累计值，即该团队应该从账户上收到的总金额。 | + | |
| - | * **系统成本: ** 按系统费率统计的该团队下所有通话产生的费用累计值，即该团队应当支付的总金额。 | + | |
| - | * **业务接口地址: ** | + | |
| - | * **说明: ** 可以记录一些关于本团队的介绍 | + | |
| + | * **Company name: **the company that hires this team (if any). | ||
| + | * **Company add: ** the address of the company | ||
| + | * **Company email: **the email address of the company | ||
| + | * **Admin phone: ** the phone number of the administrator. | ||
| + | * **Admin EMAIL: ** the email address of the administrator. | ||
| + | * **Pun event URL: **The email to receive the team events. | ||
| + | * **Prefix: **The prefix when calling the extensions from outside the team. | ||
| + | * **Current credit: ** the current expense generated by this team. | ||
| + | * **total credit: ** the call credit of this team. | ||
| + | * **Account credit: ** Based on device rate, the money the team shall be received from the account. | ||
| + | * **System credit: ** Based on system rate, the money the team shall pay. | ||
| + | * **Note: ** for more notes about this team. | ||
| - | =====编辑团队===== | ||
| - | 双击条目，打开该团队的编辑窗口 | ||
| - | {{:zh:模块使用说明:团队管理_编辑团队.jpg?768|}} | + | =====Edit team===== |
| + | Double click to open the edit page. | ||
| - | * 组内坐席: 点击该按钮，系统将弹出一个新的页面，在新的页面中将列出该团队下的所有坐席 | + | {{:en:module_manual:user:team_editpage.jpg?768|Edit Team}} |
| - | * 组内用户：点击该按钮，系统将弹出一个新的页面，在新的页面中将列出该团队下的所有账户 | + | |
| - | * 组内用户：点击该按钮，系统将弹出一个新的页面，在新的页面中将列出该团队下的所有分机 | + | |
| - | * 编辑黑名单：点击该按钮，系统将弹出窗口列出该团队下的所有黑名单号码，同时允许添加一个号码到该团队的黑名单列表中 | + | |
| - | * 黑名单即该名单内的主叫号码无法呼入该团队 | + | |
| - | * 点击 [[:zh:模块使用说明:PBX高级管理]]->[[zh:模块使用说明:PBX高级管理:呼入黑名单]]，可以进入黑名单管理界面 | + | |
| - | {{:zh:模块使用说明:团队管理_添加黑名单.jpg?768|}} | + | * Agents in team: Click the button to open the page that shows all agents in this team. |
| + | * Accounts in team：Click the button to open the page that shows all accounts in this team. | ||
| + | * Devices in team：Click the button to open the page that shows all devices in this team. | ||
| + | * Blacklist：Click the button to open the page that shows all numbers on blacklist in this team, you can also add a number to the blacklist here. | ||
| + | * numbers in the blacklist cannot call in this team. | ||
| + | * Click [[:en:module_manual:advanced|PBX Advanced]]->[[:en:module_manual:advanced:blacklist|Blacklist]] to open the blacklist management page. | ||
| - | {{:zh:模块使用说明:黑名单管理_列表.jpg?768|}} | + | {{:en:module_manual:user:team_blacklist.jpg?768|Add Blacklist For Team}} |
| - | * 编辑白名单：点击该按钮，系统将弹出窗口列出该团队下的所有白名单号码，允许添加一个号码到该团队的白名单列表中 | + | {{:en:module_manual:user:blacklist.jpg?768|Blacklist}} |
| - | * 白名单即只有该名单内的主叫号码才能呼入该团队 | + | |
| - | * 同样，点击 [[:zh:模块使用说明:PBX高级管理]]->[[zh:模块使用说明:PBX高级管理:呼入黑名单]]和[[:zh:模块使用说明:PBX高级管理]]->[[zh:模块使用说明:PBX高级管理:白名单管理]]，也可以进入黑/白名单管理界面 | + | * White list：Click the button to open the page that shows all numbers on white list in this team, you can also add a number to the white list here. |
| - | =====备注===== | + | * Only the numbers on the whitelist can call in this team. |
| - | * 只有具有系统管理员(admin)权限的用户才能够创建团队。 | + | * Click [[:en:module_manual:advanced|PBX Advanced]]->[[:en:module_manual:advanced:blacklist|Blacklist]] 和 [[:en:module_manual:advanced|PBX Advanced]]->[[:en:module_manual:advanced:whitelist|Whitelist]] to open the black/white list management page. |
| + | =====Notes===== | ||
| + | * User with system administrator authorization can add teams. | ||
