Admin - Edit User


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Name: This is the agent’s name

 

Login Name: This is the email for each agent used to login.

 

Email Address:  This is the email address that when the agent sends an email this is the email it’s from.

 

Caller ID Name: This should be your company name.  This shows up on the caller id of the person called manually by this agent.

 

Caller ID Phone: This should be your company’s phone number. This shows up on the caller id of the person called manually by this agent.

 

Password and Password Again: Is where you set or reset the agent’s password.

 

Post Url: Is where you can put a Web address that the agent can push on the contact view screen.

 

Support Url: You can put a web address that show up on the Agent Monitoring Tab.  Used for Monitoring.

 

Privileges Tab:

 

Admin User: Allows agent to be an Admin

 

Manage Campaigns:  Allows agent to have the campaign tab.

 

Allow Exports: Allows agent to export Dialer results files.

 

Allow List Purchase: No longer Works

 

Auto Next Default: Forces the dialer to auto start once an agent dispositions a contact.

 

Script popup default: Automatically pops up the premade script once an agent is connected to a contact.

 

Enable Edit Settings: Allows agent to use the settings tab http://tmaxdialer.com/bill/knowledgebase.php?action=displayarticle&id=61

 

Enable Monitoring: Allows agent to use the agent monitoring tab

 

Show Productivity: Allow agent to view their Productivity.

 

Kick Idle Agents: Kicks the agent off dialer when they sit Idle for a short period of time.

 

Tabs & Appearance Tab:

 

Show Home Tab: Allows agent to see the home tab.

 

Show list view Tab: Lets agent see list view tab.

 

Enable Email Sending: Allows agent to send an Email from the contact view screen.

 

Show Contact Note:  Allows agent to see all the notes for contact on the contact view screen.

 

Show Auto Next Checkbox: Allows agent to check box on contact view tab to decide if they want it to move to next call after dispositioning.  (If unchecked they will not have a choice you will decide for them.)

 

Show Script Pop Checkbox: Allows agent to check box on contact view tab to decide if they want it to popup the script you made for them.  (If unchecked they will not have a choice you will decide for them.)

 

Show Assign to Dispo: Allows you to set if they can see the assign to dispo on the contact view tab.

 

Show Custom Dispositions: Allows you to set if they can see the custom dispo on the contact view tab.

 

Preload Contacts: Leave unchecked this usually causes the contact popup to freeze up.

 

Record Direct Calls: Allows agent to record direct calls.

 

Show Export Tab: Allows agent to see the export tab.

 

 

 

 

 

 

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