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Management Panel

Last updated: 2024-12-10 17:09:46
    Note:
    Cloud Console: uses CAM, where you can use Console Account to login for application resource management: Create application, SIP Trunk Connection, Package Subscription, Recording Storage and Data Push
    Management Panel: is for administrators and managers to monitor call records, view agent performance dashboards, and configure general settings for calls, IVRs, and agent accounts.
    Agent Workstation: is for agents to make and receive calls.

    Log in using the default account.

    You can log into Management Panel using the default admin account after creating the application.
    In Phone Inbound and Outbound Call, click the "Go to Cloud Contact Center Management Panel" button. You can log in with the default account without entering password, or you can find the admin password in Message Center.
    
    

    Adding Admins

    You can create more admin account:

    Step 1: Create an admin account

    Click Add Administrator and fill in the name and login email
    
    
    Check the admin's email inbox for an email with a random password to log into the Management Panel.

    Step 2: Find the email and use the password to log in.

    Click the login link in the email navigate to Management Panel
    
    
    

    Step 3: Go to the management panel to log in

    On the login page, enter the admin email and the random password from the email, then click "Log In."
    
    
    

    Agent Onboarding Guide

    Step 1: The administrator creates an agent account on the management panel

    Step 2: Find the email and use the password to log in.

    Click the login link in the email navigate to Management Panel
    

    Step 3: Go to the management panel to log in

    On the login page, enter the admin email and the random password from the email, then click "Log In."
    

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