Kuidas agente ja administraatoreid lisada ja hallata?

Samm-sammulise juhendi saamiseks vaadake allolevat videot:

Kui logite sisse administraatorina, näete kõiki teie ettevõtte loodud ringkäike. Samuti saate oma vaadet filtreerida, et näha mis tahes konkreetse agendi või filiaaliga seotud ringkäike.

Saate luua uusi agente portaalis EyeSpy360™ ja määrata uue agendi kas administraatori või agendi rolliga.

Agendid, kellele on määratud agendiroll, saavad luua ja redigeerida uusi ringkäike ning muuta oma konto profiiliteavet, kuid neil ei ole juurdepääsu oma ettevõtte teabe muutmiseks alal „ Minu ettevõte ” ega juurdepääsu vahekaardile „ Agendid ”.

Oma kontol uue agendi loomiseks peate klõpsama vahekaardil agendid ja seejärel nuppu " Lisa uus ". Siin peate sisestama lühikesele vormile lühikese teabe uue agendi kohta.

Sellele vormile sisestatud meiliaadressile saadetakse link, mis võimaldab uuel agendil luua oma parooli portaalile juurdepääsuks.

Selle vormi viimane väli võimaldab teil valida rollitüübi, nagu mõni hetk tagasi mainitud.

Kui klõpsate nupul "Lisa agent", saadetakse uuele agendile e-kiri, mis võimaldab tal oma parooli määrata. Seejärel saavad nad oma kontole sisse logida.

Agentide arv sõltub kliendi tellimusest. Üldiselt 10 ringreisi – 2 agenti, 25 ringreisi – 5 agenti, 50 ringreisi – 7 agenti ja 125 ringreisi – 10 agenti. Igale agendile saab anda kas administraatori või agendi rolli ning neil on erinevad õigused, nagu ülaltoodud videoõpetuses esile tõstetud.

_T Contact

Europe
Athene House, 86 The Broadway,
London, NW7 3TD, United Kingdom
contact@eyespy360.com
+44 203 209 7934

North & South America
Suite-D170, 244 5th Ave
New York, 10001, United States
contact@eyespy360.com
+1 332 373 2638

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