How to create agent logins?
How to create logins to agents? You can create a login and modify agent information in the agent profile. Just click agent's name anywhere in QualityDesk. When in the profile, click the "Edit" link below the agent image. Here you can modify agent information such as: Change the team for the agent. Disable the agent profile (if agent quits). Create a login and send the login details to the aSome readersHow to find my own profile?
How to find my own profile? You can get to your own profile by clicking your name on the top of the right upper corner and clicking Profile. In the profile, most users have two pages, development view and the management page. Development view This applies Team leadersSome readersRoles and rights in QualityDesk
Admin-user can manage and see everything in the software. Only user who has access to User management and can create Management users. Only user who can change user roles in QualityDesk. Only user who can delete teams and units in QualityDesk. Management user can manage in his/hers companies: Company settings.Some readersHow to create agent profiles
How to create agent profile? On the left menu bar, click "Manage team and agents" and "+ New agent". Select a team for the agent. Write agent's name and email addess. Then click "Save". Team leader can now start fill monitoring forms for te agent.Few readersHow to create a new unit manager?
You can create a new unit supervisor for an existing unit from the sidebar on the left by clicking Manage Teams and Agents / Teams and agents. Select the desired unit and click the Edit unit button. Then click on the link Create a new unit supervisor. Fill in the required information and click the Create logiFew readersHow to remove users from QualityDesk?
Admin can remove supervisor level users from User management From the User Management page, you can edit the information of all users. Click the Edit -link in front of the user you want to delete. Scroll to the bottom of the page and here you will find the button: Delete logins from system. Click the button and you will get a coFew readersHow to change user information?
Admins can change supervisor level user information from User management In the User management table click the Edit link in front of the user. You can edit the user's name, email address, company, unit, team, and role.Few readersHow to create a new team leader?
From the navigation bar on the left, select Team and Agent Management and + New Team. You can also select a team from the Teams and agents page and click Edit team -button and follow the instructions below. Then select Create a new supervisor. Then fill in the team leaders name, email and select the language of the operating language. Then click CrFew readersWhat can users do in the app?
What each role can do in QualityDesk? From hear, you can see briefly, what each role can do in QualityDesk-software? Managing profiles and loginsFew readersHow to create a coach?
How to create a coach? To create a coach: Go to the Teams and agents -page. Select the Unit, where you want the coach to be and click Edit unit -button. Next, click on the Create a new coach link. Enter the name and email address of the coach and click on the Create login and send to user button. Then click on tFew readersUsers change log
A user change log has been added to QualityDesk in the 5.4.24 release. In the first phase, the logs will cover the roles at the supervisor level. An update to the feature was made on the afternoon of 26.4.24, which included logging for agents and the changes made by AD-integration. The logs can be seen in the user's profile, under the profile picture Change log When user accounts were created and by whom. When a user's role has been updated and who made the change. When a user'sFew readers