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
- Agent User Accounts
- Inputting Projects
To Create A Manager User Account:
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Select "Management"
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Choose "Managers"
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Click "New"
Enter The Following Information:
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Username
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First Name
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Last Name
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Email
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Password
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
- Click "Create" to finalize the new Manager User Account.