🎙️Staff

Overview

Through the "Employees" feature, you can easily manage the system's employees and accounts, for example:

1. Add accounts: This allows new staff to quickly start using the system without waiting for a cumbersome setup process.

2. Deactivate accounts of departed employees: This helps protect data from unauthorized access and prevents data leakage.

3. Manage the phone system: You can flexibly assign numbers to different departments' customer service teams to ensure smooth communication.

4. Set different permissions: As needed, you can set different permissions, such as administrator or customer service, to control employee operation rights.

With full management via the "Employees" feature, you can more effectively organize system users and distribute privileges within the company, making operations smoother and improving security.

View

In the employee management list, you can easily browse different columns, including "Name," "Employee ID," "Title," and "Extension Number," allowing you to conveniently view the information you need.

Additionally, at the top right of the list there is an "Add" button that lets you create new employee records. Each employee entry also has an "Edit" button; when you click it you will be taken to the employee edit page so you can easily edit or add employee information. This design makes employee management more convenient and easy to operate.

Edit, add, delete employees

Enter the main edit interface. The "Basic" tab will display the employee's basic information, including fields such as "Login Account" and "Name." The list of fields is as follows

System information

Required	Fields	Content
	Account enabled	If not enabled, this account will not be able to log into the system. It is typically used for departed employees, temporary accounts, etc.
	Employee ID Login account	Your employee ID also serves as the system login account.
	Permission role	You can decide the system access permissions granted based on the tasks you expect this account to perform.

Basic Information

Required	Fields	Content
	Last name	Employee's last name.
	First name	Employee's first name.
	National ID number	Employee's national ID number.
	Email	Employee email address; used when a password is forgotten—the system sends a verification email to this address for validation.

Organization settings

	Extension number	Assign the employee's telephone extension number.
	Group	Select a previously configured "Group" for classification to facilitate quick identification.
	Department	Select a previously configured "Department" for classification to facilitate quick identification.
	Title	Select a previously configured "Title" for classification to facilitate quick identification.

Contact

Enter the main edit interface. The "Contact Information" tab will display the fields that make up the employee's contact information. The list of fields is as follows

Required	Fields	Content
	Phone	Enter the employee's phone number, at least 7 digits.
	Address	Record the employee's home address and other related information.

Enable phone

You can assign a "phone seat" to a specific agent. Note that once configured, the agent must refresh the page or log in again to use the phone function. Each "phone seat" must be purchased additionally, and at any one time can only be assigned to a single agent.

Each "phone seat" corresponds to the advanced paid "Talk Extension" feature; each set can only be provided to one agent for simultaneous use.

Advanced settings

Maximum service count

This is the maximum number of social media channel conversations this agent is responsible for handling. When the limit you set is reached or their status is set to "No Service Needed," new customers will no longer be assigned to that agent. This ensures each agent can effectively handle their assigned customers and maintain service quality.

If you set for this individual employee the"Maximum service count", the number limit will be based on this individual employee's setting. Company settingsin the "Number of customers an agent is responsible for" setting will be ignored.

Email signature When composing a new message, the signature will be appended to the bottom of the message content.

Frequently Asked Questions

Can't delete an employee?

If an employee has handled service records or been responsible for tickets, to ensure data integrity you cannot delete their account. However, you can choose to set the employee's account to "Disabled," which makes it easy to identify which accounts are no longer active while still retaining related records. This approach helps ensure the completeness of data records while simplifying management.