Manager Users

Manager user accounts are utilized by members of the parent organization that licenses the COS software.

These accounts oversee all aspects of a COS project, including creating project templates, managing client and agent user accounts, and inputting projects.

To create a Manager User Account:

1. Select "Management"
2. Choose "Managers"
3. Click "New"
4. Enter the following information:
   • Username
   • First Name
   • Last Name
   • Email
   • Password
5. Determine if this account should have the following permissions:
   • Notify on New PO: Receive notification when a new PO is created
   • Notify on Completed PO: Receive notification upon script completion
   • Edit PO: Edit general, status code, goal, and management information of a COS project
   • Assign Centers: Assign records to a call center
   • View Logs: View all project logs
   • Edit Managers: Edit other manager user accounts
   • Edit SMS: Edit SMS/MMS scripting
   • Clear Records: Clear specific status codes from data results
   • Lock: Access the Lock button in Human Dialing and SMS Send
   • Clear Queues: Clear queues in Dial Master
   • Manager Hold: Initiate an All-Stop on dialing with one action
6. Click "Create" to finalize the new Manager User Account.