How do I edit a user’s settings in the admin portal?

Firstly visit https://app.cloudcall.com/auth and login to your portal using the email address and password

Once logged in, click on icon

All users will be listed, if you are searching for a particular user you can use search using their name or email. As you begin typing, the portal will start filtering down your search

After locating the user that you want to amend their settings, click on the ellipsis and select edit

General

Under the general tab

You will be able to edit first name, last name, email, extension, emergency address and emergency number. For the setting role, you can choose from admin, agent or supervisor.

Permissions

Under the permissions tab, there are 5 sub menus.

Roles and permissions - here you can configure your user to have a specific role. You can select admin, supervisor or agent.

Call activity – You can set call recording permissions, call transcription and call forwarding.

Once you have configured the settings, click save changes

SMS activity – from the SMS menu, you can enable SMS, and define which number (if the user has more than one) that will be used for SMS.

Voicemail  - Enable and configure voicemail using text to speech, record or upload a pre recorded voicemail greeting.

Additional settings – enable notes and categories to show after a call has ended.

Availability

Here you can configure the users timezone, their availability and set an automatic schedule of when they will be available.

After you have configured the availability, click save changes

Numbers

Lists all numbers assigned to the user