Filter by role: quickly filter results by role (admin - supervisor - agent)
Name, phone number, email: quickly filter by one of the personnel's name, phone number, and email information
Add new agents to the portal: add new personnel to the portal. In details, refer to how to add agents to the portal
Export data: export the file of personnel details on the portal to the computer in excel format
Active:
Full name: the personnel name in portal
Groups: the names of groups to which personnel has been added
Email: the email of respective personnel
Phone number: the agent's phone number. This value is needed to format 84xxxxxxxxx
Extension: the extension number (ext., extension) of respective personnel
Role: the role of the agent on the system
Activated at: when the respective personnel was added
Action:
Update: update agent information, see details below
Delete: remove the user from the portal
Awaiting confirmation:
Full name: the name of the person who was invited to the portal but not yet agreed/unconfirmed
Email: the email of respective personnel
Role: the role of the respective personnel
Last Invited from: the last time the system/admin sent an invitation to join the portal via personnel's email
Action:
Resend: resend the new invitation to the employee's email, the previous invitation will be invalidated
Update: updated invitation (email remains the same, remaining information such as name, role, group subject to change)
Delete: delete sent invitation, previous invitation will be disabled
In Personnel interface, users click on "Add new agents to the portal" to add new users.
Confirm email: Add a new employee to confirm the invitation in the employee's email after the Admin fills in the information and clicks on the "Send invitation" box. The agent checks and follows the instructions in the corresponding email to confirm to join in the portal. Then the agent can start logging in using the portal.
Full name: the displayed name of the personnel on the system after adding.
Email: email to receive invitation (email of personnel used to log in to the system).
Role in the portal: the role of personnel after accepting the invitation (Admin - supervisor - agent).
Add to group and select position in group: add to group and role in corresponding group.
Add to service and role in service: add to service and role in service respectively.
Auto confirm email: adding a new employee does not need an email to confirm the invitation. Once done, Admin clicks on the box "Add new agents to the portal" to create a new account.
Email address: user's email used to log in to the system.
New password: password to log in to the system.
Username: the displayed name of the personnel on the system after adding
Phone number: employee's phone number. Note: the phone number needs to be formatted as 84xxxxxxx
Role in the portal: the role of personnel after accepting the invitation (Admin - supervisor - agent)
Add to group and select position in group: add to group and role in corresponding group
Add to service and role in service: add to service and role in service respectively
