Article's on managing your Organisation Structure, Users, Roles & Permissions.
How do I set up my structure/org-chart?
Navigation prompt Go to USER MANAGEMENT > Click Structure When you first enter this part of the system during th...
How do I edit my structure/org chart?
Navigation prompt Go to USER MANAGEMENT > click Structure From here, you can edit your structure/org-chart at an...
Building a SmartGroup as a Custom Reporting Group
A SmartGroup is a custom reporting group that will automatically populate your reporting group with agents based on a...
Building a Manual Custom Reporting Group
A manual custom reporting group will enable you to report on a selected group of agents across different teams or dep...
What is a Custom Reporting Group
The Custom Reporting Groups feature enables you to report on the performance of groups of agents selected from anywhe...
How do I add/edit/delete roles & permissions?
Navigation prompt Go to USER MANAGEMENT > Click Roles & permissions From here, you can edit role titles, configu...
How do I assign/un-assign roles & permissions to a user?
There are two options available for assigning roles and permissions to users. Option 1: Assign multiple users to a ro...
Roles & Permissions explained
How it all works Firstly, the platform enables you to configure Roles and, to help you get started, there are five de...
How do I add a user to another Contract?
Navigation Go to USER MANAGEMENT > Add & Edit Users From the Add & Edit Users page you will see a list of the u...
How do I add a new user?
Navigation prompt Go to USER MANAGEMENT > Click Add & edit users > click the button + ADD USER After clicking th...
How do I select what parts of the structure/org-chart a user can access in reports / tables?
What is Reporting Access? When it comes to reports (including the dashboard), you need to select what parts of the st...
How do I add/bulk-upload multiple users at the same time?
Navigation prompt Go to USER MANAGEMENT > click Add & Edit users > click the button, Bulk Upload users to revea...
How do I edit a user's profile?
Navigation Go to USER MANAGEMENT > click Add & Edit users > Click Edit on the relevant user This will display th...
How do I move an agent from one team to another?
Navigation Go to USER MANAGEMENT > click Add & Edit Users > Click EDIT on the user you wish to move. ...to revea...
