User Management is a section available from the side menu available to authorised users.
Call Costs Reports User Management - is a builder to create 'rate cards' based on prefix numbers added within the campaign. As the INVADE Solution dials the respondent number, it will strip the prefix to allow the correct number to be dialled and will register against the rate card created.
Rate Cards & Reports are the two tabs available in this section, by default, this opens with Rate cards
Call Cost Reports default page header (not all available sections are shown)
users accounts with granted rights on the INVADE Solution, this includes non-rights such as read-only. Depending on the set up of the INVADE Solution remote locations, such as workes may require Virtual Private Network (VPN) access and this is activated from within this section
Note. It is recommended that an administrator is appointed to manage this section as changes can be made to live campaigns, the operation of the INVADE Solution & user accounts.
User Management default page header
Title User Management = current section you are viewing
Users = The current tab you are viewing (no other tabs are available)
Grey column title
Username = Username as given to the user (it is recommended the company email format should be used i.e. scott.child@invade.net.
Email = email address of the user.
Created = Date and time created i.e. Apr 18, 2018, 6:28:07 PM.
OpenVPN access = VPN access may be required for a cloud / private cloud deployment from a non-fixed IP address i.e home workers.
WebConsole = Access to the WebConsole section with full write permissions.
ReadOnly = Access to the WebConsole is restricted to read-only (WebConsole access will also be required).
All Agents = Access to the All Agents section.
Call Search = Access to the Call Search section.
Agent Search = = Access to the Agent Search section.
Campaign Search = Access to the Campaign Search Section.
Desk View = Access to the Desk View section.
Call Costs = Access to the Call Costs Reports section.
User management = Access to the User management section Note. It is recommended that an administrator is appointed, as changes can be made to live campaigns, the operation of the INVADE Solution & user accounts
VCSD = Access to the 'Virtual Customer Service Desk' section Note. It is recommended that only trained technical personnel are granted access as changes can be made the operation of the INVADE Solution
CatiMan = Access to the Cati Manager section
CatiInt = Access to the Cati Interviewer section.
The following Column titles are permission-based as follows
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Action = Allows you to edit the user account
Action the user account - Note. you will be further prompted to 'ok' the deletion of the user Blue circle with a cross = account
Action = pop up form as described further on this page to create a new rate carduser account
Icons top right = INVADE Solution connected
User = Currently logged on Username and INVADE Solution Web Portal Version, with the ability to 'Logoff
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- click on the blue circle with the cross to pop up a 'new' User form
Fill out the form card as appropriate, both Name and Email (also for manual Dial Solution - Extention number is required for CATI Manager & CATI Interviewer user) is mandotory - Complete the user account, granting the required rights to sections. Username, Email & Extention number are mandatory as these are the fundamentals of the user. To change the password for an existing user account or when creating a new user account, the 'Update password' box must be check.
The following is an example, once complete click OK or cancel if you wish to start again - Once created the user will appear in the list and can be modified using the Action buttons.