Users who are managers can record, view, and report on the calls of the staff who report to them - these staff are known as Managed Users.
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For their calls to be recorded, each managed User needs a CallRex license assigned to them. |
You can add managed Users to a User when you create that User, or later by editing that User. You can add managed Users by:
User - the Users you select are managed.
Department - all the Users in the selected department are managed.
Locations - all the Users in the selected location are managed.
To add managed Users to a User:
In the navigation pane,
click Administration > Users.
The Users
list is displayed.
Tip: You can use the Department
and Location filters to restrict the User data displayed. You can
also filter the display to contain only those Users who are active:
select the Active Users Only check-box
to view only active Users.
To add managed Users to a new User, in the action bar, click Add. To add managed Users to an existing User, select the User and in the action bar click Edit. The New User/Edit User page is displayed, as appropriate.
In the action bar, click Edit Manager Users. The <User> - Managed Users page is displayed. This contains several pairs of lists:
Manager
Users and Non-Managed Users.
Tip: You can use the Department
and Location filters so that the list only includes
Users with specific locations and departments.
Managed Departments and Non-Managed Departments.
Managed Locations and Non-managed Locations.
In the appropriate Non-Managed list, select the Users, departments, or locations you want the User to manage.
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Include the User you are assigning managed Users to in the selection, otherwise, they cannot record their own conversations. |
Click the << button to add your selections to the Managed lists.
To remove Users from the Managed list, select the Users in the list and click the >> button to move them to the Non-Managed list.
Assigning Users to Call Recording Profiles
Importing/Exporting User Details
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